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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 | $73,046 | $154,209-52.6% | $130,062-43.8% | $139,487-47.6% |
| Participation rate | 58.3% | 82.0%-23.6pp | 78.5%-20.2pp | 80.3%-22.0pp |
| Annual return | 13.98% | 32.52%-18.5pp | -137.37%+151.4pp | 373.84%-359.9pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,004 | $6,709-55.2% | $5,821-48.4% | $6,713-55.3% |
| Admin fee / account holder | $2,592 | $13,988-81.5% | $10,601-75.6% | $11,407-77.3% |