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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 | $50,548 | $154,193-67.2% | $130,045-61.1% | $139,466-63.8% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 15.20% | 32.51%-17.3pp | -137.30%+152.5pp | 373.66%-358.5pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,847 | $6,709-57.6% | $5,820-51.1% | $6,712-57.6% |
| Admin fee / account holder | $664 | $13,989-95.3% | $10,600-93.7% | $11,409-94.2% |