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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 | $63,750 | $106,005-39.9% | $92,239-30.9% | $147,585-56.8% |
| Participation rate | 35.0% | 80.4%-45.4pp | 76.5%-41.5pp | 82.8%-47.8pp |
| Annual return | 18.22% | 50.05%-31.8pp | 176.29%-158.1pp | 578.58%-560.4pp |
| Employer contribution / active EE | $686 | $4,333-84.2% | $3,680-81.3% | $4,876-85.9% |
| Participant deferral / active EE | $1,860 | $4,478-58.5% | $3,897-52.3% | $5,439-65.8% |
| Admin fee / account holder | $2,570 | $6,333-59.4% | $5,194-50.5% | $10,886-76.4% |