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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 | $81,304 | $166,268-51.1% | $165,100-50.8% | $145,897-44.3% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.6%-53.6pp | 80.3%-55.3pp |
| Annual return | 14.27% | 100.52%-86.2pp | 70.21%-55.9pp | 552.29%-538.0pp |
| Employer contribution / active EE | $1,108 | $5,284-79.0% | $4,348-74.5% | $4,663-76.2% |
| Participant deferral / active EE | $2,511 | $6,964-63.9% | $6,035-58.4% | $6,689-62.5% |
| Admin fee / account holder | $891 | $16,659-94.7% | $12,696-93.0% | $13,390-93.3% |