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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 | $69,935 | $89,367-21.7% | $141,191-50.5% | $72,975-4.2% |
| Participation rate | 54.0% | 75.1%-21.2pp | 82.5%-28.5pp | 69.5%-15.5pp |
| Annual return | 19.94% | 111.87%-91.9pp | 71.41%-51.5pp | 81.01%-61.1pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,165 | $5,419-41.6% | $6,710-52.8% | $3,608-12.3% |
| Admin fee / account holder | $5,348 | $5,957-10.2% | $10,264-47.9% | $5,124+4.4% |