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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 | $73,330 | $101,063-27.4% | $81,473-10.0% | $147,586-50.3% |
| Participation rate | 60.0% | 74.5%-14.5pp | 68.0%-8.0pp | 82.8%-22.8pp |
| Annual return | 49.29% | 32.41%+16.9pp | 38.78%+10.5pp | 578.59%-529.3pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,823 | $4,242+108.0% | $3,537+149.5% | $5,439+62.2% |
| Admin fee / account holder | $2,879 | $5,812-50.5% | $4,561-36.9% | $10,886-73.6% |