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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 | $72,033 | $99,652-27.7% | $78,778-8.6% | $147,586-51.2% |
| Participation rate | 52.9% | 76.2%-23.3pp | 69.2%-16.2pp | 82.8%-29.9pp |
| Annual return | 8.19% | 47.28%-39.1pp | 35.62%-27.4pp | 578.59%-570.4pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,832 | $3,664-50.0% | $2,958-38.1% | $5,439-66.3% |
| Admin fee / account holder | $1,464 | $7,155-79.5% | $5,134-71.5% | $10,886-86.6% |