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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 | $52,905 | $165,399-68.0% | $149,745-64.7% | $158,982-66.7% |
| Participation rate | 40.9% | 84.6%-43.7pp | 82.5%-41.6pp | 82.0%-41.1pp |
| Annual return | 120.85% | 348.34%-227.5pp | 276.72%-155.9pp | 302.99%-182.1pp |
| Employer contribution / active EE | $845 | $5,105-83.5% | $4,646-81.8% | $4,763-82.3% |
| Participant deferral / active EE | $2,645 | $7,183-63.2% | $6,843-61.4% | $5,983-55.8% |
| Admin fee / account holder | $1,334 | $10,811-87.7% | $9,312-85.7% | $11,252-88.1% |