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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 | $80,333 | $106,003-24.2% | $92,236-12.9% | $147,585-45.6% |
| Participation rate | 45.0% | 80.4%-35.4pp | 76.5%-31.5pp | 82.8%-37.8pp |
| Annual return | 11.48% | 50.05%-38.6pp | 176.29%-164.8pp | 578.57%-567.1pp |
| Employer contribution / active EE | $377 | $4,333-91.3% | $3,679-89.8% | $4,876-92.3% |
| Participant deferral / active EE | $1,644 | $4,478-63.3% | $3,897-57.8% | $5,439-69.8% |
| Admin fee / account holder | $4,069 | $6,333-35.7% | $5,194-21.7% | $10,885-62.6% |