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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 | $55,555 | $118,708-53.2% | $98,920-43.8% | $158,982-65.1% |
| Participation rate | 60.0% | 77.8%-17.8pp | 76.0%-16.0pp | 82.0%-22.0pp |
| Annual return | 10.82% | 372.49%-361.7pp | 196.47%-185.6pp | 302.99%-292.2pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,479 | $5,089-51.3% | $4,245-41.6% | $5,983-58.6% |
| Admin fee / account holder | $365 | $10,134-96.4% | $6,643-94.5% | $11,252-96.8% |