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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 | $66,675 | $93,346-28.6% | $71,796-7.1% | $273,972-75.7% |
| Participation rate | 40.0% | 76.5%-36.5pp | 69.1%-29.1pp | 83.0%-43.0pp |
| Annual return | 12.81% | 130.39%-117.6pp | 78.04%-65.2pp | 41.46%-28.6pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,212 | $3,475-36.3% | $2,794-20.8% | $5,287-58.2% |
| Admin fee / account holder | $573 | $6,571-91.3% | $4,815-88.1% | $10,133-94.3% |