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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 | $33,129 | $152,612-78.3% | $125,192-73.5% | $152,897-78.3% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 20.11% | 54.85%-34.7pp | 43.79%-23.7pp | 345.43%-325.3pp |
| Employer contribution / active EE | $679 | $4,947-86.3% | $3,866-82.4% | $4,764-85.8% |
| Participant deferral / active EE | $1,930 | $5,868-67.1% | $4,937-60.9% | $5,851-67.0% |
| Admin fee / account holder | $813 | $13,437-93.9% | $9,704-91.6% | $11,599-93.0% |