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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 | $42,901 | $103,038-58.4% | $90,324-52.5% | $152,909-71.9% |
| Participation rate | 63.6% | 75.9%-12.2pp | 73.3%-9.6pp | 82.5%-18.8pp |
| Annual return | 13.22% | 95.25%-82.0pp | 78.15%-64.9pp | 345.46%-332.2pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,961 | $4,282+39.2% | $3,885+53.4% | $5,851+1.9% |
| Admin fee / account holder | $1,051 | $6,177-83.0% | $5,356-80.4% | $11,601-90.9% |