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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 | $87,640 | $176,402-50.3% | $134,162-34.7% | $158,982-44.9% |
| Participation rate | 27.3% | 78.7%-51.5pp | 72.2%-44.9pp | 82.0%-54.7pp |
| Annual return | 12.43% | 63.66%-51.2pp | 36.35%-23.9pp | 302.99%-290.6pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,332 | $4,093-18.6% | $3,500-4.8% | $5,983-44.3% |
| Admin fee / account holder | $1,361 | $8,719-84.4% | $6,685-79.6% | $11,252-87.9% |