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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 | $80,479 | $103,000-21.9% | $90,300-10.9% | $152,885-47.4% |
| Participation rate | 61.9% | 75.9%-14.0pp | 73.3%-11.4pp | 82.5%-20.5pp |
| Annual return | 21.55% | 95.19%-73.6pp | 78.11%-56.6pp | 345.39%-323.8pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,243 | $4,281-0.9% | $3,884+9.2% | $5,851-27.5% |
| Admin fee / account holder | $5,704 | $6,173-7.6% | $5,353+6.6% | $11,598-50.8% |