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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 | $29,218 | $185,883-84.3% | $170,043-82.8% | $139,466-79.1% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 0.00% | 60.54%-60.5pp | 53.40%-53.4pp | 373.66%-373.7pp |
| Employer contribution / active EE | $341 | $7,596-95.5% | $6,790-95.0% | $4,754-92.8% |
| Participant deferral / active EE | $6,375 | $11,626-45.2% | $10,410-38.8% | $6,712-5.0% |
| Admin fee / account holder | $1,152 | $15,393-92.5% | $12,824-91.0% | $11,409-89.9% |