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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 | $42,803 | $118,695-63.9% | $98,916-56.7% | $158,950-73.1% |
| Participation rate | 56.3% | 77.8%-21.6pp | 76.0%-19.8pp | 82.0%-25.7pp |
| Annual return | 17.81% | 372.39%-354.6pp | 196.45%-178.6pp | 302.91%-285.1pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,420 | $5,088-52.4% | $4,245-43.0% | $5,983-59.6% |
| Admin fee / account holder | $4,224 | $10,132-58.3% | $6,642-36.4% | $11,248-62.4% |