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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 | $69,900 | $106,008-34.1% | $92,240-24.2% | $147,586-52.6% |
| Participation rate | 33.3% | 80.4%-47.1pp | 76.5%-43.1pp | 82.8%-49.5pp |
| Annual return | 16.83% | 50.05%-33.2pp | 176.29%-159.5pp | 578.59%-561.8pp |
| Employer contribution / active EE | $256 | $4,333-94.1% | $3,680-93.0% | $4,876-94.8% |
| Participant deferral / active EE | $1,401 | $4,478-68.7% | $3,897-64.0% | $5,439-74.2% |
| Admin fee / account holder | $623 | $6,333-90.2% | $5,194-88.0% | $10,886-94.3% |