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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 | $50,124 | $112,131-55.3% | $95,964-47.8% | $158,982-68.5% |
| Participation rate | 47.8% | 79.0%-31.2pp | 77.1%-29.3pp | 82.0%-34.1pp |
| Annual return | 18.63% | 171.19%-152.6pp | 91.64%-73.0pp | 302.99%-284.4pp |
| Employer contribution / active EE | $223 | $3,199-93.0% | $2,541-91.2% | $4,763-95.3% |
| Participant deferral / active EE | $2,167 | $4,784-54.7% | $4,167-48.0% | $5,983-63.8% |
| Admin fee / account holder | $3,124 | $10,136-69.2% | $6,797-54.0% | $11,252-72.2% |