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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 | $33,354 | $55,470-39.9% | $155,556-78.6% | $74,478-55.2% |
| Participation rate | 34.2% | 61.9%-27.7pp | 78.2%-44.0pp | 67.2%-33.0pp |
| Annual return | 14.29% | 269.80%-255.5pp | 64.84%-50.5pp | 1370.56%-1356.3pp |
| Employer contribution / active EE | $326 | $2,267-85.6% | $4,675-93.0% | $2,626-87.6% |
| Participant deferral / active EE | $1,254 | $2,838-55.8% | $5,631-77.7% | $4,350-71.2% |
| Admin fee / account holder | $7,106 | $1,744+307.4% | $15,885-55.3% | $1,946+265.2% |