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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 | $83,839 | $89,370-6.2% | $141,197-40.6% | $72,976+14.9% |
| Participation rate | 39.6% | 75.1%-35.5pp | 82.5%-42.9pp | 69.5%-29.9pp |
| Annual return | 106.98% | 111.88%-4.9pp | 71.41%+35.6pp | 81.02%+26.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,868 | $5,419+8.3% | $6,710-12.6% | $3,608+62.6% |
| Admin fee / account holder | $6,362 | $5,957+6.8% | $10,265-38.0% | $5,124+24.2% |