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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 | $83,486 | $166,268-49.8% | $165,100-49.4% | $145,897-42.8% |
| Participation rate | 55.0% | 82.0%-27.0pp | 78.6%-23.6pp | 80.3%-25.3pp |
| Annual return | 13.57% | 100.52%-86.9pp | 70.21%-56.6pp | 552.29%-538.7pp |
| Employer contribution / active EE | $1,046 | $5,284-80.2% | $4,348-76.0% | $4,663-77.6% |
| Participant deferral / active EE | $6,160 | $6,964-11.6% | $6,035+2.1% | $6,689-7.9% |
| Admin fee / account holder | $4,786 | $16,659-71.3% | $12,696-62.3% | $13,390-64.3% |