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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 | $78,150 | $132,634-41.1% | $115,768-32.5% | $137,256-43.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.4%-24.4pp | 80.0%-30.0pp |
| Annual return | 15.80% | 160.70%-144.9pp | 100.46%-84.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $456 | $3,360-86.4% | $2,940-84.5% | $4,156-89.0% |
| Participant deferral / active EE | $4,562 | $5,619-18.8% | $4,917-7.2% | $6,407-28.8% |
| Admin fee / account holder | $21,071 | $15,028+40.2% | $12,439+69.4% | $12,270+71.7% |