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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 | $89,564 | $53,837+66.4% | $75,714+18.3% | $85,847+4.3% |
| Participation rate | 23.3% | 69.1%-45.7pp | 74.8%-51.5pp | 69.3%-46.0pp |
| Annual return | 23.83% | 24.54%-0.7pp | 104.62%-80.8pp | 318.61%-294.8pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,019 | $2,895-30.3% | $3,820-47.2% | $3,952-48.9% |
| Admin fee / account holder | $4,156 | $3,339+24.5% | $3,619+14.8% | $6,261-33.6% |