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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 | $84,430 | $103,008-18.0% | $90,304-6.5% | $152,897-44.8% |
| Participation rate | 62.5% | 75.9%-13.4pp | 73.3%-10.8pp | 82.5%-20.0pp |
| Annual return | 22.45% | 95.22%-72.8pp | 78.13%-55.7pp | 345.43%-323.0pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,475 | $4,281+4.5% | $3,885+15.2% | $5,851-23.5% |
| Admin fee / account holder | $561 | $6,175-90.9% | $5,354-89.5% | $11,599-95.2% |