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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 | $84,592 | $89,364-5.3% | $141,177-40.1% | $72,983+15.9% |
| Participation rate | 61.0% | 75.1%-14.1pp | 82.5%-21.5pp | 69.5%-8.5pp |
| Annual return | 23.76% | 111.86%-88.1pp | 71.40%-47.6pp | 81.01%-57.2pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,793 | $5,419+6.9% | $6,710-13.7% | $3,608+60.6% |
| Admin fee / account holder | $16,589 | $5,959+178.4% | $10,263+61.6% | $5,124+223.7% |