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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 | $119,599 | $154,159-22.4% | $130,026-8.0% | $139,456-14.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 20.58% | 32.50%-11.9pp | -137.26%+157.8pp | 373.45%-352.9pp |
| Employer contribution / active EE | $1,071 | $5,292-79.8% | $4,321-75.2% | $4,753-77.5% |
| Participant deferral / active EE | $4,720 | $6,710-29.7% | $5,821-18.9% | $6,711-29.7% |
| Admin fee / account holder | $8,718 | $14,001-37.7% | $10,608-17.8% | $11,407-23.6% |