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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 | $27,364 | $49,896-45.2% | $80,627-66.1% | $75,173-63.6% |
| Participation rate | 37.0% | 55.3%-18.3pp | 67.0%-30.0pp | 67.2%-30.2pp |
| Annual return | 26.80% | 34.67%-7.9pp | 936.76%-910.0pp | 160.72%-133.9pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,433 | $2,992+115.0% | $4,443+44.8% | $4,126+55.9% |
| Admin fee / account holder | $4,681 | $3,578+30.8% | $5,381-13.0% | $5,651-17.2% |