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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 | $70,759 | $168,636-58.0% | $147,618-52.1% | $125,388-43.6% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | 1.46% | 77.65%-76.2pp | 61.98%-60.5pp | 282.24%-280.8pp |
| Employer contribution / active EE | $1,039 | $6,252-83.4% | $5,565-81.3% | $4,866-78.7% |
| Participant deferral / active EE | $2,695 | $5,507-51.1% | $4,895-44.9% | $5,352-49.6% |
| Admin fee / account holder | $1,103 | $13,580-91.9% | $11,612-90.5% | $9,541-88.4% |