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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 | $61,428 | $144,130-57.4% | $117,861-47.9% | $147,586-58.4% |
| Participation rate | 60.0% | 83.4%-23.4pp | 79.7%-19.7pp | 82.8%-22.8pp |
| Annual return | 16.56% | 531.20%-514.6pp | 335.11%-318.5pp | 578.59%-562.0pp |
| Employer contribution / active EE | $48 | $4,897-99.0% | $3,786-98.7% | $4,876-99.0% |
| Participant deferral / active EE | $4,719 | $5,316-11.2% | $4,482+5.3% | $5,439-13.2% |
| Admin fee / account holder | $1,051 | $10,887-90.3% | $8,021-86.9% | $10,886-90.3% |