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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 | $61,337 | $110,337-44.4% | $102,383-40.1% | $145,877-58.0% |
| Participation rate | 64.3% | 77.9%-13.7pp | 74.5%-10.2pp | 80.3%-16.0pp |
| Annual return | 11.01% | 24.83%-13.8pp | 24.94%-13.9pp | 551.28%-540.3pp |
| Employer contribution / active EE | $13 | $4,216-99.7% | $3,870-99.7% | $4,663-99.7% |
| Participant deferral / active EE | $4,138 | $5,621-26.4% | $5,060-18.2% | $6,691-38.2% |
| Admin fee / account holder | $55,862 | $9,750+473.0% | $8,391+565.7% | $13,402+316.8% |