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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 | $40,167 | $112,935-64.4% | $90,970-55.8% | $158,966-74.7% |
| Participation rate | 65.2% | 74.7%-9.5pp | 69.0%-3.8pp | 82.0%-16.7pp |
| Annual return | 15.62% | 215.79%-200.2pp | 134.58%-119.0pp | 302.95%-287.3pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,425 | $4,129-41.3% | $3,373-28.1% | $5,983-59.5% |
| Admin fee / account holder | $4,515 | $8,045-43.9% | $5,960-24.3% | $11,250-59.9% |