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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 | $59,803 | $100,203-40.3% | $85,240-29.8% | $145,897-59.0% |
| Participation rate | 29.2% | 74.1%-44.9pp | 67.5%-38.4pp | 80.3%-51.1pp |
| Annual return | 13.17% | 84.28%-71.1pp | 66.75%-53.6pp | 552.29%-539.1pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,405 | $5,299-35.7% | $4,527-24.8% | $6,689-49.1% |
| Admin fee / account holder | $962 | $7,265-86.8% | $6,165-84.4% | $13,390-92.8% |