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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 | $90,230 | $166,268-45.7% | $165,100-45.3% | $145,897-38.2% |
| Participation rate | 30.4% | 82.0%-51.6pp | 78.6%-48.2pp | 80.3%-49.9pp |
| Annual return | 11.91% | 100.52%-88.6pp | 70.21%-58.3pp | 552.29%-540.4pp |
| Employer contribution / active EE | $1,124 | $5,284-78.7% | $4,348-74.1% | $4,663-75.9% |
| Participant deferral / active EE | $2,073 | $6,964-70.2% | $6,035-65.6% | $6,689-69.0% |
| Admin fee / account holder | $1,222 | $16,659-92.7% | $12,696-90.4% | $13,390-90.9% |