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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 | $79,012 | $183,592-57.0% | $155,574-49.2% | $145,877-45.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 10.77% | 61.37%-50.6pp | 64.87%-54.1pp | 551.28%-540.5pp |
| Employer contribution / active EE | $1,015 | $5,317-80.9% | $4,676-78.3% | $4,663-78.2% |
| Participant deferral / active EE | $4,581 | $6,466-29.2% | $5,629-18.6% | $6,691-31.5% |
| Admin fee / account holder | $1,579 | $19,316-91.8% | $15,914-90.1% | $13,402-88.2% |