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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 | $61,843 | $102,385-39.6% | $147,080-58.0% | $80,935-23.6% |
| Participation rate | 58.8% | 75.9%-17.0pp | 82.2%-23.4pp | 67.7%-8.8pp |
| Annual return | 15.48% | 135.09%-119.6pp | 420.17%-404.7pp | 35.66%-20.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,240 | $6,651+54.0% | $8,066+26.9% | $4,299+138.2% |
| Admin fee / account holder | $8,859 | $7,951+11.4% | $12,989-31.8% | $6,924+27.9% |