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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,124 | $107,363-35.6% | $92,909-25.6% | $152,897-54.8% |
| Participation rate | 38.5% | 79.8%-41.3pp | 76.0%-37.5pp | 82.5%-44.0pp |
| Annual return | 23.51% | 145.63%-122.1pp | 109.44%-85.9pp | 345.43%-321.9pp |
| Employer contribution / active EE | $164 | $4,222-96.1% | $3,653-95.5% | $4,764-96.5% |
| Participant deferral / active EE | $1,317 | $4,848-72.8% | $4,238-68.9% | $5,851-77.5% |
| Admin fee / account holder | $436 | $7,082-93.8% | $5,795-92.5% | $11,599-96.2% |