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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 | $83,269 | $96,508-13.7% | $75,901+9.7% | $152,897-45.5% |
| Participation rate | 18.8% | 76.2%-57.4pp | 69.3%-50.5pp | 82.5%-63.7pp |
| Annual return | 28.09% | 33.99%-5.9pp | 30.76%-2.7pp | 345.43%-317.3pp |
| Employer contribution / active EE | $0 | $3,310-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,949 | $4,554-57.2% | $3,603-45.9% | $5,851-66.7% |
| Admin fee / account holder | $2,419 | $8,081-70.1% | $5,420-55.4% | $11,599-79.1% |