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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 | $74,460 | $166,131-55.2% | $164,975-54.9% | $145,877-49.0% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.6%-41.1pp | 80.3%-42.8pp |
| Annual return | 22.79% | 100.37%-77.6pp | 70.12%-47.3pp | 551.28%-528.5pp |
| Employer contribution / active EE | $1,094 | $5,276-79.3% | $4,343-74.8% | $4,663-76.5% |
| Participant deferral / active EE | $7,909 | $6,962+13.6% | $6,033+31.1% | $6,691+18.2% |
| Admin fee / account holder | $341 | $16,648-98.0% | $12,688-97.3% | $13,402-97.5% |