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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 | $55,793 | $90,614-38.4% | $76,089-26.7% | $145,877-61.8% |
| Participation rate | 20.0% | 74.5%-54.5pp | 69.1%-49.1pp | 80.3%-60.3pp |
| Annual return | 13.64% | 623.80%-610.2pp | 360.94%-347.3pp | 551.28%-537.6pp |
| Employer contribution / active EE | $479 | $3,324-85.6% | $2,690-82.2% | $4,663-89.7% |
| Participant deferral / active EE | $2,190 | $5,168-57.6% | $4,259-48.6% | $6,691-67.3% |
| Admin fee / account holder | $300 | $8,376-96.4% | $6,418-95.3% | $13,402-97.8% |