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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 | $75,512 | $166,242-54.6% | $165,071-54.3% | $145,884-48.2% |
| Participation rate | 36.4% | 82.0%-45.7pp | 78.6%-42.3pp | 80.3%-43.9pp |
| Annual return | 11.78% | 100.44%-88.7pp | 70.17%-58.4pp | 551.85%-540.1pp |
| Employer contribution / active EE | $992 | $5,283-81.2% | $4,347-77.2% | $4,662-78.7% |
| Participant deferral / active EE | $4,153 | $6,964-40.4% | $6,035-31.2% | $6,690-37.9% |
| Admin fee / account holder | $4,992 | $16,658-70.0% | $12,695-60.7% | $13,392-62.7% |