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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 | $55,472-39.9% | $155,567-78.6% | $74,546-55.3% |
| Participation rate | 34.2% | 61.9%-27.7pp | 78.2%-44.0pp | 67.2%-33.0pp |
| Annual return | 14.29% | 268.72%-254.4pp | 64.74%-50.4pp | 1366.03%-1351.7pp |
| Employer contribution / active EE | $326 | $2,269-85.6% | $4,674-93.0% | $2,624-87.6% |
| Participant deferral / active EE | $1,254 | $2,838-55.8% | $5,628-77.7% | $4,347-71.2% |
| Admin fee / account holder | $7,106 | $1,743+307.8% | $15,916-55.4% | $1,944+265.6% |