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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 | $30,485 | $166,131-81.6% | $164,975-81.5% | $145,877-79.1% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 10.58% | 100.37%-89.8pp | 70.12%-59.5pp | 551.28%-540.7pp |
| Employer contribution / active EE | $1,034 | $5,276-80.4% | $4,343-76.2% | $4,663-77.8% |
| Participant deferral / active EE | $2,929 | $6,962-57.9% | $6,033-51.5% | $6,691-56.2% |
| Admin fee / account holder | $499 | $16,648-97.0% | $12,688-96.1% | $13,402-96.3% |