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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 | $64,585 | $166,268-61.2% | $165,100-60.9% | $145,897-55.7% |
| Participation rate | 69.2% | 82.0%-12.8pp | 78.6%-9.4pp | 80.3%-11.1pp |
| Annual return | 13.61% | 100.52%-86.9pp | 70.21%-56.6pp | 552.29%-538.7pp |
| Employer contribution / active EE | $825 | $5,284-84.4% | $4,348-81.0% | $4,663-82.3% |
| Participant deferral / active EE | $2,821 | $6,964-59.5% | $6,035-53.3% | $6,689-57.8% |
| Admin fee / account holder | $3,943 | $16,659-76.3% | $12,696-68.9% | $13,390-70.6% |