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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 | $71,113 | $154,193-53.9% | $130,045-45.3% | $139,466-49.0% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.5%-21.4pp | 80.3%-23.2pp |
| Annual return | 35.06% | 32.51%+2.5pp | -137.30%+172.4pp | 373.66%-338.6pp |
| Employer contribution / active EE | $470 | $5,292-91.1% | $4,321-89.1% | $4,754-90.1% |
| Participant deferral / active EE | $3,104 | $6,709-53.7% | $5,820-46.7% | $6,712-53.8% |
| Admin fee / account holder | $313 | $13,989-97.8% | $10,600-97.0% | $11,409-97.3% |