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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 | $40,810 | $176,402-76.9% | $134,162-69.6% | $158,982-74.3% |
| Participation rate | 38.1% | 78.7%-40.6pp | 72.2%-34.1pp | 82.0%-43.9pp |
| Annual return | 11.33% | 63.66%-52.3pp | 36.35%-25.0pp | 302.99%-291.7pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $691 | $4,093-83.1% | $3,500-80.3% | $5,983-88.5% |
| Admin fee / account holder | $545 | $8,719-93.7% | $6,685-91.8% | $11,252-95.2% |