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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 | $81,213 | $86,298-5.9% | $111,308-27.0% | $85,847-5.4% |
| Participation rate | 55.8% | 73.3%-17.5pp | 77.3%-21.5pp | 69.3%-13.5pp |
| Annual return | 11.94% | 19.99%-8.0pp | 54.67%-42.7pp | 318.61%-306.7pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,329 | $3,641-36.0% | $4,487-48.1% | $3,952-41.1% |
| Admin fee / account holder | $41,688 | $8,189+409.1% | $7,965+423.4% | $6,261+565.9% |