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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 | $73,936 | $168,635-56.2% | $147,617-49.9% | $125,389-41.0% |
| Participation rate | 54.5% | 88.8%-34.2pp | 84.6%-30.1pp | 83.2%-28.6pp |
| Annual return | -2.08% | 77.65%-79.7pp | 61.98%-64.1pp | 282.24%-284.3pp |
| Employer contribution / active EE | $784 | $6,252-87.5% | $5,564-85.9% | $4,866-83.9% |
| Participant deferral / active EE | $2,335 | $5,507-57.6% | $4,895-52.3% | $5,352-56.4% |
| Admin fee / account holder | $2,383 | $13,580-82.4% | $11,612-79.5% | $9,541-75.0% |