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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 | $60,225 | $63,346-4.9% | $92,240-34.7% | $70,126-14.1% |
| Participation rate | 37.9% | 68.7%-30.7pp | 76.5%-38.6pp | 69.5%-31.6pp |
| Annual return | 13.71% | 530.19%-516.5pp | 176.29%-162.6pp | 73.15%-59.4pp |
| Employer contribution / active EE | $321 | $2,471-87.0% | $3,680-91.3% | $2,343-86.3% |
| Participant deferral / active EE | $2,184 | $2,854-23.5% | $3,897-43.9% | $3,332-34.4% |
| Admin fee / account holder | $11,140 | $3,841+190.1% | $5,194+114.5% | $4,645+139.8% |