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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 | $75,058 | $89,370-16.0% | $141,197-46.8% | $72,976+2.9% |
| Participation rate | 35.4% | 75.1%-39.7pp | 82.5%-47.1pp | 69.5%-34.1pp |
| Annual return | 21.09% | 111.88%-90.8pp | 71.41%-50.3pp | 81.02%-59.9pp |
| Employer contribution / active EE | $1 | $3,115-100.0% | $4,736-100.0% | $2,440-99.9% |
| Participant deferral / active EE | $5,003 | $5,419-7.7% | $6,710-25.4% | $3,608+38.7% |
| Admin fee / account holder | $1,596 | $5,957-73.2% | $10,265-84.4% | $5,124-68.8% |