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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 | $88,248 | $154,193-42.8% | $130,045-32.1% | $139,466-36.7% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 22.16% | 32.51%-10.4pp | -137.30%+159.5pp | 373.66%-351.5pp |
| Employer contribution / active EE | $985 | $5,292-81.4% | $4,321-77.2% | $4,754-79.3% |
| Participant deferral / active EE | $3,183 | $6,709-52.6% | $5,820-45.3% | $6,712-52.6% |
| Admin fee / account holder | $2,490 | $13,989-82.2% | $10,600-76.5% | $11,409-78.2% |