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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 | $71,902 | $118,708-39.4% | $98,920-27.3% | $158,982-54.8% |
| Participation rate | 50.0% | 77.8%-27.8pp | 76.0%-26.0pp | 82.0%-32.0pp |
| Annual return | 16.41% | 372.49%-356.1pp | 196.47%-180.1pp | 302.99%-286.6pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,346 | $5,089-73.6% | $4,245-68.3% | $5,983-77.5% |
| Admin fee / account holder | $904 | $10,134-91.1% | $6,643-86.4% | $11,252-92.0% |