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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 | $71,142 | $107,363-33.7% | $92,909-23.4% | $152,897-53.5% |
| Participation rate | 20.0% | 79.8%-59.8pp | 76.0%-56.0pp | 82.5%-62.5pp |
| Annual return | 23.43% | 145.63%-122.2pp | 109.44%-86.0pp | 345.43%-322.0pp |
| Employer contribution / active EE | $594 | $4,222-85.9% | $3,653-83.7% | $4,764-87.5% |
| Participant deferral / active EE | $2,397 | $4,848-50.6% | $4,238-43.4% | $5,851-59.0% |
| Admin fee / account holder | $908 | $7,082-87.2% | $5,795-84.3% | $11,599-92.2% |