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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 | $150,209 | $166,131-9.6% | $164,975-9.0% | $145,877+3.0% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 9.94% | 100.37%-90.4pp | 70.12%-60.2pp | 551.28%-541.3pp |
| Employer contribution / active EE | $1,016 | $5,276-80.7% | $4,343-76.6% | $4,663-78.2% |
| Participant deferral / active EE | $3,674 | $6,962-47.2% | $6,033-39.1% | $6,691-45.1% |
| Admin fee / account holder | $6,939 | $16,648-58.3% | $12,688-45.3% | $13,402-48.2% |