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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 | $89,907 | $99,079-9.3% | $78,002+15.3% | $273,972-67.2% |
| Participation rate | 45.5% | 78.6%-33.1pp | 75.5%-30.1pp | 83.0%-37.6pp |
| Annual return | 7.29% | 217.93%-210.6pp | 425.99%-418.7pp | 41.46%-34.2pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,534 | $4,306+28.5% | $3,497+58.3% | $5,287+4.7% |
| Admin fee / account holder | $943 | $8,954-89.5% | $5,481-82.8% | $10,133-90.7% |