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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 | $70,934 | $89,364-20.6% | $141,177-49.8% | $72,983-2.8% |
| Participation rate | 59.7% | 75.1%-15.4pp | 82.5%-22.8pp | 69.5%-9.8pp |
| Annual return | 26.23% | 111.86%-85.6pp | 71.40%-45.2pp | 81.01%-54.8pp |
| Employer contribution / active EE | $6 | $3,115-99.8% | $4,736-99.9% | $2,440-99.7% |
| Participant deferral / active EE | $4,359 | $5,419-19.6% | $6,710-35.0% | $3,608+20.8% |
| Admin fee / account holder | $6,663 | $5,959+11.8% | $10,263-35.1% | $5,124+30.0% |