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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 | $57,432 | $58,275-1.4% | $81,844-29.8% | $80,935-29.0% |
| Participation rate | 63.4% | 63.5%-0.1pp | 72.4%-9.0pp | 67.7%-4.2pp |
| Annual return | 11.95% | 41.82%-29.9pp | 778.87%-766.9pp | 35.66%-23.7pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,718 | $3,285+13.2% | $4,323-14.0% | $4,299-13.5% |
| Admin fee / account holder | $1,212 | $4,749-74.5% | $7,355-83.5% | $6,924-82.5% |