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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 | $68,263 | $118,695-42.5% | $98,916-31.0% | $158,950-57.1% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | 12.96% | 372.39%-359.4pp | 196.45%-183.5pp | 302.91%-289.9pp |
| Employer contribution / active EE | $368 | $3,333-89.0% | $2,689-86.3% | $4,762-92.3% |
| Participant deferral / active EE | $2,410 | $5,088-52.6% | $4,245-43.2% | $5,983-59.7% |
| Admin fee / account holder | $5,928 | $10,132-41.5% | $6,642-10.8% | $11,248-47.3% |