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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 | $75,094 | $154,159-51.3% | $130,026-42.2% | $139,456-46.2% |
| Participation rate | 52.6% | 82.0%-29.3pp | 78.5%-25.9pp | 80.3%-27.7pp |
| Annual return | 14.14% | 32.50%-18.4pp | -137.26%+151.4pp | 373.45%-359.3pp |
| Employer contribution / active EE | $873 | $5,292-83.5% | $4,321-79.8% | $4,753-81.6% |
| Participant deferral / active EE | $2,437 | $6,710-63.7% | $5,821-58.1% | $6,711-63.7% |
| Admin fee / account holder | $7,356 | $14,001-47.5% | $10,608-30.7% | $11,407-35.5% |