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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 | $101,574 | $106,918-5.0% | $84,021+20.9% | $152,897-33.6% |
| Participation rate | 33.3% | 75.2%-41.9pp | 69.0%-35.7pp | 82.5%-49.1pp |
| Annual return | 31.57% | 105.01%-73.4pp | 71.32%-39.8pp | 345.43%-313.9pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,234 | $4,012-69.3% | $3,239-61.9% | $5,851-78.9% |
| Admin fee / account holder | $1,970 | $8,288-76.2% | $6,102-67.7% | $11,599-83.0% |