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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 | $55,195 | $112,121-50.8% | $95,960-42.5% | $158,966-65.3% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 17.32% | 171.16%-153.8pp | 91.63%-74.3pp | 302.95%-285.6pp |
| Employer contribution / active EE | $574 | $3,199-82.0% | $2,541-77.4% | $4,762-87.9% |
| Participant deferral / active EE | $2,325 | $4,784-51.4% | $4,167-44.2% | $5,983-61.1% |
| Admin fee / account holder | $1,107 | $10,135-89.1% | $6,797-83.7% | $11,250-90.2% |