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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 | $62,259 | $93,589-33.5% | $135,942-54.2% | $75,181-17.2% |
| Participation rate | 57.7% | 75.2%-17.5pp | 81.9%-24.2pp | 67.2%-9.5pp |
| Annual return | 22.16% | 30.90%-8.7pp | 68.28%-46.1pp | 160.69%-138.5pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,472 | $6,405+47.9% | $7,759+22.1% | $4,126+129.6% |
| Admin fee / account holder | $4,501 | $6,977-35.5% | $10,764-58.2% | $5,650-20.3% |