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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 | $66,286 | $90,530-26.8% | $76,030-12.8% | $145,897-54.6% |
| Participation rate | 21.7% | 74.4%-52.7pp | 69.1%-47.3pp | 80.3%-58.6pp |
| Annual return | 17.90% | 625.08%-607.2pp | 361.54%-343.6pp | 552.29%-534.4pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,765 | $5,164-65.8% | $4,257-58.5% | $6,689-73.6% |
| Admin fee / account holder | $684 | $8,383-91.8% | $6,421-89.4% | $13,390-94.9% |