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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 | $65,443 | $102,663-36.3% | $86,216-24.1% | $139,466-53.1% |
| Participation rate | 26.1% | 74.5%-48.4pp | 69.0%-42.9pp | 80.3%-54.2pp |
| Annual return | 9.67% | 1924.52%-1914.8pp | 1169.42%-1159.7pp | 373.66%-364.0pp |
| Employer contribution / active EE | $447 | $3,035-85.3% | $2,382-81.2% | $4,754-90.6% |
| Participant deferral / active EE | $3,354 | $4,677-28.3% | $3,986-15.9% | $6,712-50.0% |
| Admin fee / account holder | $319 | $8,663-96.3% | $6,853-95.3% | $11,409-97.2% |