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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 | $68,451 | $118,708-42.3% | $98,920-30.8% | $158,982-56.9% |
| Participation rate | 58.3% | 77.8%-19.5pp | 76.0%-17.7pp | 82.0%-23.6pp |
| Annual return | 25.61% | 372.49%-346.9pp | 196.47%-170.9pp | 302.99%-277.4pp |
| Employer contribution / active EE | $452 | $3,334-86.4% | $2,689-83.2% | $4,763-90.5% |
| Participant deferral / active EE | $1,683 | $5,089-66.9% | $4,245-60.3% | $5,983-71.9% |
| Admin fee / account holder | $6,250 | $10,134-38.3% | $6,643-5.9% | $11,252-44.5% |