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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 | $90,989 | $109,411-16.8% | $89,435+1.7% | $158,982-42.8% |
| Participation rate | 56.3% | 74.3%-18.0pp | 68.0%-11.7pp | 82.0%-25.7pp |
| Annual return | 9.98% | 345.68%-335.7pp | 245.55%-235.6pp | 302.99%-293.0pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,885 | $4,600-37.3% | $3,890-25.9% | $5,983-51.8% |
| Admin fee / account holder | $518 | $6,159-91.6% | $4,884-89.4% | $11,252-95.4% |