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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 | $57,349 | $154,193-62.8% | $130,045-55.9% | $139,466-58.9% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.5%-16.0pp | 80.3%-17.8pp |
| Annual return | 11.23% | 32.51%-21.3pp | -137.30%+148.5pp | 373.66%-362.4pp |
| Employer contribution / active EE | $408 | $5,292-92.3% | $4,321-90.6% | $4,754-91.4% |
| Participant deferral / active EE | $10,169 | $6,709+51.6% | $5,820+74.7% | $6,712+51.5% |
| Admin fee / account holder | $35,721 | $13,989+155.3% | $10,600+237.0% | $11,409+213.1% |