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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 | $104,344 | $108,882-4.2% | $96,754+7.8% | $154,746-32.6% |
| Participation rate | 60.0% | 75.1%-15.1pp | 70.3%-10.3pp | 80.7%-20.7pp |
| Annual return | 13.93% | 98.39%-84.5pp | 82.04%-68.1pp | 172.34%-158.4pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $23,450 | $5,323+340.6% | $4,758+392.8% | $6,730+248.4% |
| Admin fee / account holder | $18,516 | $10,200+81.5% | $8,905+107.9% | $14,365+28.9% |