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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 | $166,131-83.4% | $164,975-83.3% | $145,877-81.1% |
| Participation rate | 28.6% | 82.0%-53.4pp | 78.6%-50.0pp | 80.3%-51.7pp |
| Annual return | 67.17% | 100.37%-33.2pp | 70.12%-3.0pp | 551.28%-484.1pp |
| Employer contribution / active EE | $1,026 | $5,276-80.6% | $4,343-76.4% | $4,663-78.0% |
| Participant deferral / active EE | $2,395 | $6,962-65.6% | $6,033-60.3% | $6,691-64.2% |
| Admin fee / account holder | $1,604 | $16,648-90.4% | $12,688-87.4% | $13,402-88.0% |