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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 | $55,235 | $166,131-66.8% | $164,975-66.5% | $145,877-62.1% |
| Participation rate | 52.2% | 82.0%-29.8pp | 78.6%-26.4pp | 80.3%-28.1pp |
| Annual return | 13.50% | 100.37%-86.9pp | 70.12%-56.6pp | 551.28%-537.8pp |
| Employer contribution / active EE | $1,117 | $5,276-78.8% | $4,343-74.3% | $4,663-76.0% |
| Participant deferral / active EE | $2,942 | $6,962-57.7% | $6,033-51.2% | $6,691-56.0% |
| Admin fee / account holder | $497 | $16,648-97.0% | $12,688-96.1% | $13,402-96.3% |