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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 | $67,928 | $89,367-24.0% | $141,191-51.9% | $72,975-6.9% |
| Participation rate | 46.6% | 75.1%-28.6pp | 82.5%-35.9pp | 69.5%-22.9pp |
| Annual return | 21.49% | 111.87%-90.4pp | 71.41%-49.9pp | 81.01%-59.5pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,933 | $5,419-27.4% | $6,710-41.4% | $3,608+9.0% |
| Admin fee / account holder | $1,870 | $5,957-68.6% | $10,264-81.8% | $5,124-63.5% |