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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 | $70,934 | $154,193-54.0% | $130,045-45.5% | $139,466-49.1% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.5%-41.0pp | 80.3%-42.8pp |
| Annual return | 13.65% | 32.51%-18.9pp | -137.30%+151.0pp | 373.66%-360.0pp |
| Employer contribution / active EE | $658 | $5,292-87.6% | $4,321-84.8% | $4,754-86.2% |
| Participant deferral / active EE | $5,390 | $6,709-19.6% | $5,820-7.4% | $6,712-19.7% |
| Admin fee / account holder | $6,125 | $13,989-56.2% | $10,600-42.2% | $11,409-46.3% |