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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 | $95,061 | $144,130-34.0% | $117,861-19.3% | $147,586-35.6% |
| Participation rate | 57.1% | 83.4%-26.3pp | 79.7%-22.5pp | 82.8%-25.7pp |
| Annual return | 16.34% | 531.20%-514.9pp | 335.11%-318.8pp | 578.59%-562.3pp |
| Employer contribution / active EE | $532 | $4,897-89.1% | $3,786-85.9% | $4,876-89.1% |
| Participant deferral / active EE | $3,986 | $5,316-25.0% | $4,482-11.1% | $5,439-26.7% |
| Admin fee / account holder | $22,061 | $10,887+102.6% | $8,021+175.1% | $10,886+102.7% |