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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 | $21,788 | $126,519-82.8% | $106,201-79.5% | $145,959-85.1% |
| Participation rate | 45.0% | 77.7%-32.7pp | 75.3%-30.3pp | 80.3%-35.3pp |
| Annual return | 16.10% | 225.10%-209.0pp | 116.26%-100.2pp | 561.95%-545.8pp |
| Employer contribution / active EE | $246 | $3,726-93.4% | $3,170-92.2% | $4,661-94.7% |
| Participant deferral / active EE | $2,007 | $5,716-64.9% | $5,012-60.0% | $6,689-70.0% |
| Admin fee / account holder | $325 | $17,312-98.1% | $11,039-97.1% | $13,398-97.6% |