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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 | $58,839 | $124,336-52.7% | $111,303-47.1% | $167,518-64.9% |
| Participation rate | 68.8% | 79.6%-10.9pp | 77.3%-8.6pp | 82.1%-13.4pp |
| Annual return | 12.73% | 37.45%-24.7pp | 54.66%-41.9pp | 478.71%-466.0pp |
| Employer contribution / active EE | $0 | $3,436-100.0% | $2,731-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,743 | $5,181-66.3% | $4,487-61.1% | $6,342-72.5% |
| Admin fee / account holder | $1,044 | $10,623-90.2% | $7,966-86.9% | $12,312-91.5% |