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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 | $166,242-55.2% | $165,071-54.9% | $145,884-49.0% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.6%-41.1pp | 80.3%-42.8pp |
| Annual return | 22.79% | 100.44%-77.7pp | 70.17%-47.4pp | 551.85%-529.1pp |
| Employer contribution / active EE | $1,094 | $5,283-79.3% | $4,347-74.8% | $4,662-76.5% |
| Participant deferral / active EE | $7,909 | $6,964+13.6% | $6,035+31.0% | $6,690+18.2% |
| Admin fee / account holder | $341 | $16,658-98.0% | $12,695-97.3% | $13,392-97.5% |