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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 | $79,901 | $70,366+13.6% | $66,674+19.8% | $138,895-42.5% |
| Participation rate | 56.3% | 76.2%-19.9pp | 73.7%-17.4pp | 79.9%-23.7pp |
| Annual return | 14.66% | 386.41%-371.7pp | 321.24%-306.6pp | 145.39%-130.7pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,389 | $4,374-22.5% | $4,084-17.0% | $6,396-47.0% |
| Admin fee / account holder | $16,779 | $5,262+218.8% | $5,098+229.1% | $12,562+33.6% |