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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 | $60,151 | $98,776-39.1% | $149,745-59.8% | $79,856-24.7% |
| Participation rate | 61.5% | 75.8%-14.3pp | 82.5%-20.9pp | 69.6%-8.1pp |
| Annual return | 17.43% | 27.38%-9.9pp | 276.72%-259.3pp | 31.71%-14.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,053 | $5,681+24.1% | $6,843+3.1% | $3,741+88.6% |
| Admin fee / account holder | $2,236 | $6,053-63.1% | $9,312-76.0% | $5,306-57.9% |