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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 | $48,817 | $168,636-71.1% | $147,618-66.9% | $125,388-61.1% |
| Participation rate | 46.7% | 88.8%-42.1pp | 84.6%-38.0pp | 83.2%-36.5pp |
| Annual return | -0.14% | 77.65%-77.8pp | 61.98%-62.1pp | 282.24%-282.4pp |
| Employer contribution / active EE | $1,061 | $6,252-83.0% | $5,565-80.9% | $4,866-78.2% |
| Participant deferral / active EE | $4,245 | $5,507-22.9% | $4,895-13.3% | $5,352-20.7% |
| Admin fee / account holder | $4,563 | $13,580-66.4% | $11,612-60.7% | $9,541-52.2% |