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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 | $58,561 | $107,353-45.5% | $92,903-37.0% | $152,885-61.7% |
| Participation rate | 13.3% | 79.8%-66.5pp | 76.0%-62.7pp | 82.5%-69.1pp |
| Annual return | 22.05% | 145.62%-123.6pp | 109.43%-87.4pp | 345.39%-323.3pp |
| Employer contribution / active EE | $416 | $4,222-90.2% | $3,653-88.6% | $4,763-91.3% |
| Participant deferral / active EE | $2,848 | $4,848-41.3% | $4,238-32.8% | $5,851-51.3% |
| Admin fee / account holder | $13,597 | $7,081+92.0% | $5,795+134.6% | $11,598+17.2% |