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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 | $43,230 | $58,391-26.0% | $76,657-43.6% | $72,975-40.8% |
| Participation rate | 64.9% | 67.4%-2.5pp | 72.1%-7.2pp | 69.5%-4.6pp |
| Annual return | 19.70% | 2306.65%-2286.9pp | 1166.74%-1147.0pp | 81.01%-61.3pp |
| Employer contribution / active EE | $124 | $1,787-93.1% | $2,303-94.6% | $2,440-94.9% |
| Participant deferral / active EE | $2,308 | $2,690-14.2% | $3,335-30.8% | $3,608-36.0% |
| Admin fee / account holder | $821 | $4,014-79.5% | $6,423-87.2% | $5,124-84.0% |