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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 | $105,383 | $166,131-36.6% | $164,975-36.1% | $145,877-27.8% |
| Participation rate | 57.9% | 82.0%-24.1pp | 78.6%-20.7pp | 80.3%-22.4pp |
| Annual return | 9.92% | 100.37%-90.4pp | 70.12%-60.2pp | 551.28%-541.4pp |
| Employer contribution / active EE | $1,114 | $5,276-78.9% | $4,343-74.4% | $4,663-76.1% |
| Participant deferral / active EE | $4,042 | $6,962-41.9% | $6,033-33.0% | $6,691-39.6% |
| Admin fee / account holder | $1,707 | $16,648-89.7% | $12,688-86.5% | $13,402-87.3% |