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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 | $77,325 | $95,415-19.0% | $185,851-58.4% | $85,851-9.9% |
| Participation rate | 40.7% | 68.8%-28.0pp | 81.7%-41.0pp | 69.3%-28.6pp |
| Annual return | 16.04% | 23.59%-7.5pp | 122.11%-106.1pp | 318.63%-302.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,028 | $3,424-11.6% | $5,569-45.6% | $3,952-23.4% |
| Admin fee / account holder | $10,418 | $7,215+44.4% | $16,245-35.9% | $6,261+66.4% |