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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 | $50,016 | $105,198-52.5% | $159,455-68.6% | $85,856-41.7% |
| Participation rate | 64.7% | 75.8%-11.1pp | 82.8%-18.1pp | 69.3%-4.6pp |
| Annual return | 13.62% | 45.08%-31.5pp | 263.63%-250.0pp | 318.58%-305.0pp |
| Employer contribution / active EE | $581 | $3,319-82.5% | $4,830-88.0% | $2,565-77.3% |
| Participant deferral / active EE | $2,585 | $5,946-56.5% | $7,353-64.8% | $3,952-34.6% |
| Admin fee / account holder | $7,935 | $6,934+14.4% | $10,800-26.5% | $6,261+26.7% |