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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 | $57,607 | $154,159-62.6% | $130,026-55.7% | $139,456-58.7% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.5%-18.5pp | 80.3%-20.3pp |
| Annual return | 18.60% | 32.50%-13.9pp | -137.26%+155.9pp | 373.45%-354.8pp |
| Employer contribution / active EE | $888 | $5,292-83.2% | $4,321-79.5% | $4,753-81.3% |
| Participant deferral / active EE | $2,524 | $6,710-62.4% | $5,821-56.6% | $6,711-62.4% |
| Admin fee / account holder | $1,270 | $14,001-90.9% | $10,608-88.0% | $11,407-88.9% |