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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 | $74,615 | $54,674+36.5% | $76,089-1.9% | $74,429+0.3% |
| Participation rate | 32.9% | 60.3%-27.5pp | 69.1%-36.2pp | 67.2%-34.3pp |
| Annual return | 11.52% | 31.89%-20.4pp | 360.94%-349.4pp | 1368.38%-1356.9pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,690-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,106 | $3,071-64.0% | $4,259-74.0% | $4,348-74.6% |
| Admin fee / account holder | $1,273 | $2,238-43.1% | $6,418-80.2% | $1,944-34.5% |