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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 | $58,759 | $106,280-44.7% | $96,538-39.1% | $139,487-57.9% |
| Participation rate | 58.3% | 77.8%-19.5pp | 74.3%-16.0pp | 80.3%-22.0pp |
| Annual return | 11.25% | 38.48%-27.2pp | 35.74%-24.5pp | 373.84%-362.6pp |
| Employer contribution / active EE | $5 | $4,107-99.9% | $3,740-99.9% | $4,755-99.9% |
| Participant deferral / active EE | $4,053 | $5,457-25.7% | $4,880-17.0% | $6,713-39.6% |
| Admin fee / account holder | $849 | $7,888-89.2% | $6,737-87.4% | $11,407-92.6% |