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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 | $32,957 | $102,422-67.8% | $147,117-77.6% | $80,959-59.3% |
| Participation rate | 60.7% | 75.9%-15.2pp | 82.2%-21.5pp | 67.7%-7.0pp |
| Annual return | 16.01% | 135.16%-119.1pp | 420.54%-404.5pp | 35.67%-19.7pp |
| Employer contribution / active EE | $845 | $3,717-77.3% | $4,932-82.9% | $2,757-69.3% |
| Participant deferral / active EE | $8,965 | $6,652+34.8% | $8,065+11.2% | $4,300+108.5% |
| Admin fee / account holder | $7,054 | $7,953-11.3% | $12,993-45.7% | $6,925+1.9% |