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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 | $137,066 | $105,960+29.4% | $81,726+67.7% | $158,982-13.8% |
| Participation rate | 29.4% | 75.6%-46.2pp | 72.0%-42.6pp | 82.0%-52.6pp |
| Annual return | 24.96% | 38.19%-13.2pp | 29.49%-4.5pp | 302.99%-278.0pp |
| Employer contribution / active EE | $0 | $7,805-100.0% | $4,311-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,004 | $13,011-76.9% | $7,108-57.7% | $5,983-49.8% |
| Admin fee / account holder | $541 | $8,494-93.6% | $5,160-89.5% | $11,252-95.2% |