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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 | $71,999 | $175,231-58.9% | $149,696-51.9% | $139,466-48.4% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 17.28% | 166.77%-149.5pp | 134.46%-117.2pp | 373.66%-356.4pp |
| Employer contribution / active EE | $1,026 | $5,478-81.3% | $4,821-78.7% | $4,754-78.4% |
| Participant deferral / active EE | $1,888 | $6,521-71.0% | $5,682-66.8% | $6,712-71.9% |
| Admin fee / account holder | $2,173 | $16,155-86.6% | $13,212-83.6% | $11,409-81.0% |