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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 | $70,256 | $112,112-37.3% | $95,956-26.8% | $158,950-55.8% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 10.35% | 171.15%-160.8pp | 91.63%-81.3pp | 302.91%-292.6pp |
| Employer contribution / active EE | $150 | $3,199-95.3% | $2,541-94.1% | $4,762-96.8% |
| Participant deferral / active EE | $1,575 | $4,784-67.1% | $4,167-62.2% | $5,983-73.7% |
| Admin fee / account holder | $7,679 | $10,134-24.2% | $6,797+13.0% | $11,248-31.7% |