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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 | $75,335 | $45,900+64.1% | $94,057-19.9% | $64,340+17.1% |
| Participation rate | 29.1% | 50.6%-21.5pp | 73.3%-44.2pp | 55.2%-26.1pp |
| Annual return | 15.84% | 50.47%-34.6pp | 480.62%-464.8pp | 24.14%-8.3pp |
| Employer contribution / active EE | $0 | $1,612-100.0% | $2,933-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $789 | $2,102-62.5% | $4,709-83.2% | $2,980-73.5% |
| Admin fee / account holder | $9,985 | $3,143+217.7% | $7,244+37.8% | $3,703+169.7% |