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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 | $47,195 | $65,555-28.0% | $86,216-45.3% | $75,173-37.2% |
| Participation rate | 64.0% | 60.5%+3.5pp | 69.0%-5.0pp | 67.2%-3.2pp |
| Annual return | 14.83% | 46.07%-31.2pp | 1169.42%-1154.6pp | 160.72%-145.9pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,398 | $3,023-20.7% | $3,986-39.8% | $4,126-41.9% |
| Admin fee / account holder | $812 | $5,469-85.1% | $6,853-88.1% | $5,651-85.6% |