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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 | $84,970 | $50,082+69.7% | $93,419-9.0% | $79,852+6.4% |
| Participation rate | 15.4% | 60.9%-45.5pp | 66.8%-51.4pp | 69.6%-54.3pp |
| Annual return | 24.40% | 24.59%-0.2pp | 78.05%-53.6pp | 31.72%-7.3pp |
| Employer contribution / active EE | $0 | $1,303-100.0% | $2,075-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $786 | $2,212-64.5% | $3,126-74.9% | $3,740-79.0% |
| Admin fee / account holder | $8,340 | $3,454+141.5% | $5,230+59.5% | $5,306+57.2% |