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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 | $36,274 | $166,242-78.2% | $165,071-78.0% | $145,884-75.1% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 11.70% | 100.44%-88.7pp | 70.17%-58.5pp | 551.85%-540.2pp |
| Employer contribution / active EE | $931 | $5,283-82.4% | $4,347-78.6% | $4,662-80.0% |
| Participant deferral / active EE | $4,550 | $6,964-34.7% | $6,035-24.6% | $6,690-32.0% |
| Admin fee / account holder | $12,790 | $16,658-23.2% | $12,695+0.7% | $13,392-4.5% |