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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 | $77,925 | $227,633-65.8% | $189,597-58.9% | $167,553-53.5% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.4%-53.4pp | 82.1%-57.1pp |
| Annual return | 11.10% | 78.45%-67.4pp | 64.20%-53.1pp | 478.89%-467.8pp |
| Employer contribution / active EE | $545 | $5,317-89.7% | $4,412-87.6% | $4,840-88.7% |
| Participant deferral / active EE | $1,809 | $7,003-74.2% | $6,174-70.7% | $6,343-71.5% |
| Admin fee / account holder | $3,027 | $11,879-74.5% | $9,807-69.1% | $12,316-75.4% |