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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 | $83,437 | $99,652-16.3% | $78,778+5.9% | $147,586-43.5% |
| Participation rate | 62.5% | 76.2%-13.7pp | 69.2%-6.7pp | 82.8%-20.3pp |
| Annual return | 10.97% | 47.28%-36.3pp | 35.62%-24.7pp | 578.59%-567.6pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,603 | $3,664-28.9% | $2,958-12.0% | $5,439-52.1% |
| Admin fee / account holder | $2,751 | $7,155-61.6% | $5,134-46.4% | $10,886-74.7% |