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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 | $34,517 | $88,815-61.1% | $81,882-57.8% | $145,897-76.3% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 10.61% | 1033.75%-1023.1pp | 779.47%-768.9pp | 552.29%-541.7pp |
| Employer contribution / active EE | $265 | $3,086-91.4% | $2,916-90.9% | $4,663-94.3% |
| Participant deferral / active EE | $1,060 | $4,647-77.2% | $4,323-75.5% | $6,689-84.2% |
| Admin fee / account holder | $6,619 | $8,434-21.5% | $7,360-10.1% | $13,390-50.6% |