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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 | $74,787 | $110,039-32.0% | $97,260-23.1% | $145,884-48.7% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 10.84% | 244.44%-233.6pp | 75.54%-64.7pp | 551.85%-541.0pp |
| Employer contribution / active EE | $236 | $3,074-92.3% | $2,721-91.3% | $4,662-94.9% |
| Participant deferral / active EE | $1,240 | $4,674-73.5% | $4,262-70.9% | $6,690-81.5% |
| Admin fee / account holder | $1,850 | $6,204-70.2% | $5,640-67.2% | $13,392-86.2% |