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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 | $52,562 | $103,038-49.0% | $90,324-41.8% | $152,909-65.6% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.5%-22.5pp |
| Annual return | 22.73% | 95.25%-72.5pp | 78.15%-55.4pp | 345.46%-322.7pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,637 | $4,282-61.8% | $3,885-57.9% | $5,851-72.0% |
| Admin fee / account holder | $897 | $6,177-85.5% | $5,356-83.2% | $11,601-92.3% |