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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 | $57,145 | $85,766-33.4% | $136,298-58.1% | $70,126-18.5% |
| Participation rate | 57.4% | 74.2%-16.7pp | 81.9%-24.5pp | 69.5%-12.1pp |
| Annual return | 15.56% | 31.46%-15.9pp | 5156.27%-5140.7pp | 73.15%-57.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,214 | $5,051-16.6% | $6,247-32.5% | $3,332+26.5% |
| Admin fee / account holder | $1,970 | $5,421-63.7% | $9,244-78.7% | $4,645-57.6% |