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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 | $65,923 | $100,073-34.1% | $85,126-22.6% | $145,877-54.8% |
| Participation rate | 57.1% | 74.1%-17.0pp | 67.5%-10.4pp | 80.3%-23.2pp |
| Annual return | 39.99% | 84.11%-44.1pp | 66.63%-26.6pp | 551.28%-511.3pp |
| Employer contribution / active EE | $176 | $3,236-94.5% | $2,731-93.5% | $4,663-96.2% |
| Participant deferral / active EE | $2,137 | $5,294-59.6% | $4,523-52.8% | $6,691-68.1% |
| Admin fee / account holder | $1,152 | $7,261-84.1% | $6,160-81.3% | $13,402-91.4% |