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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 | $86,322 | $53,063+62.7% | $124,206-30.5% | $82,637+4.5% |
| Participation rate | 37.2% | 58.4%-21.2pp | 69.6%-32.4pp | 68.1%-30.8pp |
| Annual return | 14.45% | 68.87%-54.4pp | 515.27%-500.8pp | 53.51%-39.1pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,716 | $2,644+2.7% | $3,968-31.6% | $4,126-34.2% |
| Admin fee / account holder | $972 | $4,281-77.3% | $5,929-83.6% | $7,339-86.8% |