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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 | $36,965 | $154,193-76.0% | $130,045-71.6% | $139,466-73.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 19.90% | 32.51%-12.6pp | -137.30%+157.2pp | 373.66%-353.8pp |
| Employer contribution / active EE | $711 | $5,292-86.6% | $4,321-83.5% | $4,754-85.0% |
| Participant deferral / active EE | $3,499 | $6,709-47.8% | $5,820-39.9% | $6,712-47.9% |
| Admin fee / account holder | $1,198 | $13,989-91.4% | $10,600-88.7% | $11,409-89.5% |