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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 | $26,188 | $166,268-84.2% | $165,100-84.1% | $145,897-82.1% |
| Participation rate | 44.4% | 82.0%-37.6pp | 78.6%-34.2pp | 80.3%-35.9pp |
| Annual return | 14.94% | 100.52%-85.6pp | 70.21%-55.3pp | 552.29%-537.4pp |
| Employer contribution / active EE | $786 | $5,284-85.1% | $4,348-81.9% | $4,663-83.1% |
| Participant deferral / active EE | $3,387 | $6,964-51.4% | $6,035-43.9% | $6,689-49.4% |
| Admin fee / account holder | $875 | $16,659-94.7% | $12,696-93.1% | $13,390-93.5% |