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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 | $65,886 | $93,346-29.4% | $71,796-8.2% | $273,972-76.0% |
| Participation rate | 60.9% | 76.5%-15.7pp | 69.1%-8.2pp | 83.0%-22.1pp |
| Annual return | 3.76% | 130.39%-126.6pp | 78.04%-74.3pp | 41.46%-37.7pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,195 | $3,475-65.6% | $2,794-57.2% | $5,287-77.4% |
| Admin fee / account holder | $7,402 | $6,571+12.6% | $4,815+53.7% | $10,133-27.0% |