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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 | $52,922 | $112,935-53.1% | $90,970-41.8% | $158,966-66.7% |
| Participation rate | 46.7% | 74.7%-28.1pp | 69.0%-22.3pp | 82.0%-35.3pp |
| Annual return | 12.88% | 215.79%-202.9pp | 134.58%-121.7pp | 302.95%-290.1pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,098 | $4,129-25.0% | $3,373-8.2% | $5,983-48.2% |
| Admin fee / account holder | $7,526 | $8,045-6.5% | $5,960+26.3% | $11,250-33.1% |