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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 | $27,514 | $166,268-83.5% | $165,100-83.3% | $145,897-81.1% |
| Participation rate | 28.6% | 82.0%-53.5pp | 78.6%-50.1pp | 80.3%-51.7pp |
| Annual return | 67.17% | 100.52%-33.4pp | 70.21%-3.0pp | 552.29%-485.1pp |
| Employer contribution / active EE | $1,026 | $5,284-80.6% | $4,348-76.4% | $4,663-78.0% |
| Participant deferral / active EE | $2,395 | $6,964-65.6% | $6,035-60.3% | $6,689-64.2% |
| Admin fee / account holder | $1,604 | $16,659-90.4% | $12,696-87.4% | $13,390-88.0% |