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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 | $86,999 | $176,794-50.8% | $146,647-40.7% | $167,553-48.1% |
| Participation rate | 41.7% | 83.6%-42.0pp | 80.1%-38.4pp | 82.1%-40.4pp |
| Annual return | 17.32% | 24.04%-6.7pp | 22.75%-5.4pp | 478.89%-461.6pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $5,658 | $6,440-12.1% | $5,506+2.8% | $6,343-10.8% |
| Admin fee / account holder | $864 | $13,262-93.5% | $10,281-91.6% | $12,316-93.0% |