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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 | $67,430 | $104,937-35.7% | $84,628-20.3% | $152,897-55.9% |
| Participation rate | 28.6% | 74.8%-46.3pp | 68.2%-39.7pp | 82.5%-53.9pp |
| Annual return | 21.54% | 373.88%-352.3pp | 258.80%-237.3pp | 345.43%-323.9pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,850 | $4,690-60.6% | $3,900-52.6% | $5,851-68.4% |
| Admin fee / account holder | $347 | $6,243-94.4% | $4,914-92.9% | $11,599-97.0% |