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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 | $50,373 | $100,895-50.1% | $90,430-44.3% | $158,950-68.3% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.7%-15.5pp | 82.0%-24.8pp |
| Annual return | 12.34% | 1725.54%-1713.2pp | 1293.73%-1281.4pp | 302.91%-290.6pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,171 | $4,347+42.0% | $3,963+55.7% | $5,983+3.1% |
| Admin fee / account holder | $2,215 | $6,505-66.0% | $5,613-60.5% | $11,248-80.3% |