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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 | $98,745 | $154,209-36.0% | $130,062-24.1% | $139,487-29.2% |
| Participation rate | 64.7% | 82.0%-17.3pp | 78.5%-13.8pp | 80.3%-15.6pp |
| Annual return | 16.71% | 32.52%-15.8pp | -137.37%+154.1pp | 373.84%-357.1pp |
| Employer contribution / active EE | $1,072 | $5,292-79.7% | $4,322-75.2% | $4,755-77.4% |
| Participant deferral / active EE | $2,343 | $6,709-65.1% | $5,821-59.7% | $6,713-65.1% |
| Admin fee / account holder | $17,429 | $13,988+24.6% | $10,601+64.4% | $11,407+52.8% |