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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 | $59,933 | $109,359-45.2% | $162,185-63.0% | $72,976-17.9% |
| Participation rate | 60.6% | 84.3%-23.6pp | 87.6%-26.9pp | 69.5%-8.9pp |
| Annual return | 24.16% | 25.46%-1.3pp | 115.61%-91.5pp | 81.02%-56.9pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,399 | $5,481+53.2% | $7,297+15.1% | $3,608+132.8% |
| Admin fee / account holder | $557 | $7,972-93.0% | $10,844-94.9% | $5,124-89.1% |