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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 | $66,540 | $165,361-59.8% | $149,715-55.6% | $158,950-58.1% |
| Participation rate | 28.6% | 84.6%-56.0pp | 82.5%-53.9pp | 82.0%-53.4pp |
| Annual return | 14.01% | 348.24%-334.2pp | 276.66%-262.7pp | 302.91%-288.9pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,565 | $7,182-64.3% | $6,842-62.5% | $5,983-57.1% |
| Admin fee / account holder | $26,361 | $10,808+143.9% | $9,310+183.2% | $11,248+134.4% |