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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 | $81,230 | $112,935-28.1% | $90,970-10.7% | $158,966-48.9% |
| Participation rate | 54.5% | 74.7%-20.2pp | 69.0%-14.5pp | 82.0%-27.4pp |
| Annual return | 13.91% | 215.79%-201.9pp | 134.58%-120.7pp | 302.95%-289.0pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,419 | $4,129-17.2% | $3,373+1.4% | $5,983-42.8% |
| Admin fee / account holder | $4,185 | $8,045-48.0% | $5,960-29.8% | $11,250-62.8% |