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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 | $67,727 | $105,158-35.6% | $94,672-28.5% | $139,487-51.4% |
| Participation rate | 64.3% | 82.4%-18.1pp | 80.8%-16.5pp | 80.3%-16.1pp |
| Annual return | 23.06% | 38.11%-15.0pp | 156.89%-133.8pp | 373.84%-350.8pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $13,478 | $7,599+77.4% | $7,417+81.7% | $6,713+100.8% |
| Admin fee / account holder | $4,154 | $8,972-53.7% | $7,222-42.5% | $11,407-63.6% |