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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 | $92,873 | $98,766-6.0% | $149,730-38.0% | $79,852+16.3% |
| Participation rate | 69.2% | 75.8%-6.6pp | 82.5%-13.3pp | 69.6%-0.4pp |
| Annual return | 17.57% | 27.43%-9.9pp | 276.70%-259.1pp | 31.72%-14.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,361 | $5,681+47.2% | $6,843+22.2% | $3,740+123.5% |
| Admin fee / account holder | $21,196 | $6,052+250.2% | $9,310+127.7% | $5,306+299.5% |