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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 | $61,341 | $112,933-45.7% | $90,970-32.6% | $158,982-61.4% |
| Participation rate | 46.2% | 74.7%-28.6pp | 69.0%-22.9pp | 82.0%-35.8pp |
| Annual return | 17.24% | 215.82%-198.6pp | 134.60%-117.4pp | 302.99%-285.7pp |
| Employer contribution / active EE | $73 | $2,893-97.5% | $2,122-96.6% | $4,763-98.5% |
| Participant deferral / active EE | $2,073 | $4,128-49.8% | $3,373-38.6% | $5,983-65.4% |
| Admin fee / account holder | $360 | $8,047-95.5% | $5,961-94.0% | $11,252-96.8% |