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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 | $80,775 | $171,492-52.9% | $150,734-46.4% | $198,609-59.3% |
| Participation rate | 54.5% | 81.4%-26.9pp | 78.4%-23.9pp | 82.4%-27.8pp |
| Annual return | 708.54% | 804.70%-96.2pp | 600.81%+107.7pp | 202.70%+505.8pp |
| Employer contribution / active EE | $1,272 | $5,470-76.7% | $4,918-74.1% | $5,055-74.8% |
| Participant deferral / active EE | $4,666 | $6,259-25.4% | $5,610-16.8% | $6,977-33.1% |
| Admin fee / account holder | $666 | $17,628-96.2% | $14,905-95.5% | $19,030-96.5% |