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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 | $132,931 | $93,346+42.4% | $71,796+85.2% | $273,972-51.5% |
| Participation rate | 45.5% | 76.5%-31.1pp | 69.1%-23.7pp | 83.0%-37.6pp |
| Annual return | 6.49% | 130.39%-123.9pp | 78.04%-71.5pp | 41.46%-35.0pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,605 | $3,475-25.0% | $2,794-6.8% | $5,287-50.7% |
| Admin fee / account holder | $1,255 | $6,571-80.9% | $4,815-73.9% | $10,133-87.6% |