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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 | $41,847 | $98,776-57.6% | $149,745-72.1% | $79,856-47.6% |
| Participation rate | 45.5% | 75.8%-30.3pp | 82.5%-37.0pp | 69.6%-24.2pp |
| Annual return | 22.24% | 27.38%-5.1pp | 276.72%-254.5pp | 31.71%-9.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,529 | $5,681+32.5% | $6,843+10.0% | $3,741+101.3% |
| Admin fee / account holder | $10,191 | $6,053+68.4% | $9,312+9.4% | $5,306+92.0% |