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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 | $52,446 | $166,131-68.4% | $164,975-68.2% | $145,877-64.0% |
| Participation rate | 34.8% | 82.0%-47.2pp | 78.6%-43.8pp | 80.3%-45.5pp |
| Annual return | 256.24% | 100.37%+155.9pp | 70.12%+186.1pp | 551.28%-295.0pp |
| Employer contribution / active EE | $1,012 | $5,276-80.8% | $4,343-76.7% | $4,663-78.3% |
| Participant deferral / active EE | $2,179 | $6,962-68.7% | $6,033-63.9% | $6,691-67.4% |
| Admin fee / account holder | $595 | $16,648-96.4% | $12,688-95.3% | $13,402-95.6% |