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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 | $43,934 | $70,366-37.6% | $66,674-34.1% | $138,895-68.4% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.7%-36.2pp | 79.9%-42.4pp |
| Annual return | 15.83% | 386.41%-370.6pp | 321.24%-305.4pp | 145.39%-129.6pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,595 | $4,374+50.8% | $4,084+61.5% | $6,396+3.1% |
| Admin fee / account holder | $486 | $5,262-90.8% | $5,098-90.5% | $12,562-96.1% |