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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 | $73,951 | $49,199+50.3% | $121,204-39.0% | $75,173-1.6% |
| Participation rate | 33.3% | 55.4%-22.1pp | 69.5%-36.2pp | 67.2%-33.9pp |
| Annual return | 23.69% | 56.04%-32.4pp | 987.18%-963.5pp | 160.72%-137.0pp |
| Employer contribution / active EE | $302 | $1,547-80.5% | $4,170-92.8% | $2,671-88.7% |
| Participant deferral / active EE | $1,684 | $2,630-36.0% | $4,083-58.8% | $4,126-59.2% |
| Admin fee / account holder | $3,657 | $3,946-7.3% | $5,651-35.3% | $5,651-35.3% |