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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 | $79,002 | $183,516-57.0% | $155,534-49.2% | $145,884-45.8% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 11.45% | 61.43%-50.0pp | 64.92%-53.5pp | 551.85%-540.4pp |
| Employer contribution / active EE | $1,013 | $5,315-80.9% | $4,675-78.3% | $4,662-78.3% |
| Participant deferral / active EE | $4,101 | $6,467-36.6% | $5,630-27.2% | $6,690-38.7% |
| Admin fee / account holder | $1,179 | $19,293-93.9% | $15,900-92.6% | $13,392-91.2% |