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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 | $63,360 | $59,448+6.6% | $93,696-32.4% | $74,459-14.9% |
| Participation rate | 37.2% | 59.6%-22.5pp | 68.7%-31.6pp | 67.2%-30.1pp |
| Annual return | 11.60% | 82.11%-70.5pp | 133.74%-122.1pp | 1369.70%-1358.1pp |
| Employer contribution / active EE | $217 | $1,266-82.8% | $2,422-91.0% | $2,626-91.7% |
| Participant deferral / active EE | $1,858 | $3,052-39.1% | $4,417-57.9% | $4,350-57.3% |
| Admin fee / account holder | $1,461 | $3,027-51.7% | $8,287-82.4% | $1,945-24.9% |