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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 | $115,752 | $70,366+64.5% | $66,674+73.6% | $138,895-16.7% |
| Participation rate | 28.6% | 76.2%-47.6pp | 73.7%-45.1pp | 79.9%-51.3pp |
| Annual return | 14.99% | 386.41%-371.4pp | 321.24%-306.3pp | 145.39%-130.4pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,878 | $4,374-57.1% | $4,084-54.0% | $6,396-70.6% |
| Admin fee / account holder | $3,198 | $5,262-39.2% | $5,098-37.3% | $12,562-74.5% |