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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 | $62,445 | $168,636-63.0% | $147,617-57.7% | $125,393-50.2% |
| Participation rate | 47.6% | 88.8%-41.2pp | 84.6%-37.0pp | 83.2%-35.6pp |
| Annual return | 1.11% | 77.65%-76.5pp | 61.98%-60.9pp | 282.23%-281.1pp |
| Employer contribution / active EE | $827 | $6,252-86.8% | $5,565-85.1% | $4,866-83.0% |
| Participant deferral / active EE | $2,288 | $5,507-58.4% | $4,895-53.3% | $5,351-57.2% |
| Admin fee / account holder | $8,000 | $13,580-41.1% | $11,611-31.1% | $9,541-16.1% |