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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 | $59,068 | $86,288-31.5% | $111,306-46.9% | $85,851-31.2% |
| Participation rate | 53.5% | 73.3%-19.8pp | 77.3%-23.8pp | 69.3%-15.8pp |
| Annual return | 12.94% | 19.99%-7.1pp | 54.67%-41.7pp | 318.63%-305.7pp |
| Employer contribution / active EE | $206 | $2,044-89.9% | $2,732-92.5% | $2,565-92.0% |
| Participant deferral / active EE | $2,061 | $3,641-43.4% | $4,488-54.1% | $3,952-47.8% |
| Admin fee / account holder | $26,374 | $8,189+222.1% | $7,966+231.1% | $6,261+321.2% |