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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 | $64,700 | $105,200-38.5% | $159,474-59.4% | $85,847-24.6% |
| Participation rate | 33.3% | 75.8%-42.4pp | 82.8%-49.5pp | 69.3%-36.0pp |
| Annual return | 14.08% | 45.08%-31.0pp | 263.68%-249.6pp | 318.61%-304.5pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,844 | $5,946-35.3% | $7,353-47.7% | $3,952-2.7% |
| Admin fee / account holder | $881 | $6,934-87.3% | $10,802-91.8% | $6,261-85.9% |