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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 | $60,925 | $157,829-61.4% | $136,867-55.5% | $198,609-69.3% |
| Participation rate | 50.0% | 77.2%-27.2pp | 74.5%-24.5pp | 82.4%-32.4pp |
| Annual return | 4.76% | 51.25%-46.5pp | 42.97%-38.2pp | 202.70%-197.9pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,055 | $5,463-7.5% | $4,924+2.7% | $6,977-27.6% |
| Admin fee / account holder | $9,026 | $11,107-18.7% | $10,340-12.7% | $19,030-52.6% |