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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 | $68,333 | $197,637-65.4% | $177,848-61.6% | $158,982-57.0% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 15.44% | 58.77%-43.3pp | 48.33%-32.9pp | 302.99%-287.6pp |
| Employer contribution / active EE | $1,244 | $6,698-81.4% | $5,919-79.0% | $4,763-73.9% |
| Participant deferral / active EE | $3,776 | $8,405-55.1% | $7,714-51.1% | $5,983-36.9% |
| Admin fee / account holder | $3,549 | $15,406-77.0% | $12,431-71.4% | $11,252-68.5% |