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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 | $58,264 | $166,020-64.9% | $164,866-64.7% | $145,959-60.1% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.6%-38.6pp | 80.3%-40.3pp |
| Annual return | 8.83% | 100.08%-91.2pp | 69.97%-61.1pp | 561.95%-553.1pp |
| Employer contribution / active EE | $1,009 | $5,275-80.9% | $4,343-76.8% | $4,661-78.3% |
| Participant deferral / active EE | $5,473 | $6,961-21.4% | $6,033-9.3% | $6,689-18.2% |
| Admin fee / account holder | $10,532 | $16,644-36.7% | $12,689-17.0% | $13,398-21.4% |