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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 | $74,849 | $70,430+6.3% | $96,572-22.5% | $85,851-12.8% |
| Participation rate | 41.7% | 61.8%-20.1pp | 69.8%-28.2pp | 69.3%-27.7pp |
| Annual return | 26.30% | 18.58%+7.7pp | 37.79%-11.5pp | 318.63%-292.3pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,569 | $2,894+92.4% | $3,850+44.7% | $3,952+40.9% |
| Admin fee / account holder | $14,635 | $4,996+192.9% | $6,183+136.7% | $6,261+133.8% |