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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 | $60,527 | $102,422-40.9% | $147,117-58.9% | $80,959-25.2% |
| Participation rate | 42.9% | 75.9%-33.0pp | 82.2%-39.3pp | 67.7%-24.8pp |
| Annual return | 26.85% | 135.16%-108.3pp | 420.54%-393.7pp | 35.67%-8.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,120 | $6,652+37.1% | $8,065+13.1% | $4,300+112.1% |
| Admin fee / account holder | $10,937 | $7,953+37.5% | $12,993-15.8% | $6,925+57.9% |