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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 | $44,945 | $83,337-46.1% | $67,834-33.7% | $273,972-83.6% |
| Participation rate | 57.1% | 76.4%-19.3pp | 68.8%-11.7pp | 83.0%-25.9pp |
| Annual return | 23.19% | 259.45%-236.3pp | 138.47%-115.3pp | 41.46%-18.3pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,819 | $4,088+66.8% | $3,160+115.8% | $5,287+29.0% |
| Admin fee / account holder | $16,247 | $6,752+140.6% | $4,622+251.5% | $10,133+60.3% |