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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 | $108,870 | $117,895-7.7% | $102,460+6.3% | $145,897-25.4% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 12.77% | 31.92%-19.2pp | 29.47%-16.7pp | 552.29%-539.5pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,237 | $5,736-61.0% | $5,056-55.8% | $6,689-66.6% |
| Admin fee / account holder | $16,857 | $13,353+26.2% | $9,460+78.2% | $13,390+25.9% |