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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 | $41,200 | $154,209-73.3% | $130,062-68.3% | $139,487-70.5% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 12.93% | 32.52%-19.6pp | -137.37%+150.3pp | 373.84%-360.9pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,079 | $6,709-39.2% | $5,821-29.9% | $6,713-39.2% |
| Admin fee / account holder | $809 | $13,988-94.2% | $10,601-92.4% | $11,407-92.9% |