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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 | $83,868 | $107,941-22.3% | $91,994-8.8% | $152,897-45.1% |
| Participation rate | 57.1% | 81.2%-24.0pp | 78.6%-21.5pp | 82.5%-25.3pp |
| Annual return | 19.50% | 89.28%-69.8pp | 69.04%-49.5pp | 345.43%-325.9pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,792 | $6,366-40.4% | $5,924-36.0% | $5,851-35.2% |
| Admin fee / account holder | $1,462 | $10,521-86.1% | $7,744-81.1% | $11,599-87.4% |