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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 | $52,657 | $132,634-60.3% | $115,768-54.5% | $137,256-61.6% |
| Participation rate | 16.7% | 77.9%-61.2pp | 74.4%-57.7pp | 80.0%-63.3pp |
| Annual return | 14.51% | 160.70%-146.2pp | 100.46%-86.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,813 | $5,619-32.1% | $4,917-22.5% | $6,407-40.5% |
| Admin fee / account holder | $1,252 | $15,028-91.7% | $12,439-89.9% | $12,270-89.8% |