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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 | $87,439 | $117,829-25.8% | $102,423-14.6% | $145,877-40.1% |
| Participation rate | 52.6% | 78.6%-26.0pp | 76.5%-23.9pp | 80.3%-27.7pp |
| Annual return | 8.89% | 31.83%-22.9pp | 29.42%-20.5pp | 551.28%-542.4pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,991 | $5,732-47.8% | $5,054-40.8% | $6,691-55.3% |
| Admin fee / account holder | $2,565 | $13,335-80.8% | $9,455-72.9% | $13,402-80.9% |