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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 | $23,960 | $166,268-85.6% | $165,100-85.5% | $145,897-83.6% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 9.29% | 100.52%-91.2pp | 70.21%-60.9pp | 552.29%-543.0pp |
| Employer contribution / active EE | $654 | $5,284-87.6% | $4,348-85.0% | $4,663-86.0% |
| Participant deferral / active EE | $2,130 | $6,964-69.4% | $6,035-64.7% | $6,689-68.2% |
| Admin fee / account holder | $8,249 | $16,659-50.5% | $12,696-35.0% | $13,390-38.4% |