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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 | $79,097 | $112,935-30.0% | $90,970-13.1% | $158,966-50.2% |
| Participation rate | 16.7% | 74.7%-58.1pp | 69.0%-52.3pp | 82.0%-65.3pp |
| Annual return | 4.70% | 215.79%-211.1pp | 134.58%-129.9pp | 302.95%-298.2pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,250 | $4,129-21.3% | $3,373-3.7% | $5,983-45.7% |
| Admin fee / account holder | $1,072 | $8,045-86.7% | $5,960-82.0% | $11,250-90.5% |