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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 | $83,047 | $95,601-13.1% | $77,183+7.6% | $139,456-40.4% |
| Participation rate | 50.0% | 74.0%-24.0pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 18.09% | 54.96%-36.9pp | 37.89%-19.8pp | 373.45%-355.4pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,534-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $7,673 | $4,623+66.0% | $3,833+100.2% | $6,711+14.3% |
| Admin fee / account holder | $7,002 | $8,302-15.7% | $5,475+27.9% | $11,407-38.6% |