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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 | $108,926 | $183,592-40.7% | $155,567-30.0% | $145,959-25.4% |
| Participation rate | 53.8% | 82.7%-28.8pp | 78.2%-24.3pp | 80.3%-26.4pp |
| Annual return | 11.06% | 61.24%-50.2pp | 64.74%-53.7pp | 561.95%-550.9pp |
| Employer contribution / active EE | $1,021 | $5,315-80.8% | $4,674-78.1% | $4,661-78.1% |
| Participant deferral / active EE | $4,772 | $6,464-26.2% | $5,628-15.2% | $6,689-28.7% |
| Admin fee / account holder | $840 | $19,318-95.7% | $15,916-94.7% | $13,398-93.7% |