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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 | $166,131-51.1% | $164,975-50.7% | $145,877-44.3% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.6%-53.6pp | 80.3%-55.3pp |
| Annual return | 14.27% | 100.37%-86.1pp | 70.12%-55.8pp | 551.28%-537.0pp |
| Employer contribution / active EE | $1,108 | $5,276-79.0% | $4,343-74.5% | $4,663-76.2% |
| Participant deferral / active EE | $2,511 | $6,962-63.9% | $6,033-58.4% | $6,691-62.5% |
| Admin fee / account holder | $891 | $16,648-94.6% | $12,688-93.0% | $13,402-93.4% |