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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 | $53,404 | $183,516-70.9% | $155,534-65.7% | $145,884-63.4% |
| Participation rate | 21.4% | 82.7%-61.3pp | 78.2%-56.8pp | 80.3%-58.9pp |
| Annual return | 16.52% | 61.43%-44.9pp | 64.92%-48.4pp | 551.85%-535.3pp |
| Employer contribution / active EE | $1,000 | $5,315-81.2% | $4,675-78.6% | $4,662-78.6% |
| Participant deferral / active EE | $4,935 | $6,467-23.7% | $5,630-12.4% | $6,690-26.2% |
| Admin fee / account holder | $5,102 | $19,293-73.6% | $15,900-67.9% | $13,392-61.9% |