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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 | $79,949 | $176,402-54.7% | $134,155-40.4% | $158,950-49.7% |
| Participation rate | 10.0% | 78.7%-68.7pp | 72.2%-62.2pp | 82.0%-72.0pp |
| Annual return | 12.61% | 63.66%-51.0pp | 36.34%-23.7pp | 302.91%-290.3pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $339 | $4,093-91.7% | $3,500-90.3% | $5,983-94.3% |
| Admin fee / account holder | $1,897 | $8,719-78.2% | $6,685-71.6% | $11,248-83.1% |