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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 | $58,667 | $166,131-64.7% | $164,975-64.4% | $145,877-59.8% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.6%-41.1pp | 80.3%-42.8pp |
| Annual return | 18.21% | 100.37%-82.2pp | 70.12%-51.9pp | 551.28%-533.1pp |
| Employer contribution / active EE | $1,113 | $5,276-78.9% | $4,343-74.4% | $4,663-76.1% |
| Participant deferral / active EE | $7,587 | $6,962+9.0% | $6,033+25.8% | $6,691+13.4% |
| Admin fee / account holder | $1,172 | $16,648-93.0% | $12,688-90.8% | $13,402-91.3% |