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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 | $49,873 | $102,547-51.4% | $78,210-36.2% | $147,586-66.2% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.7%-2.1pp | 82.8%-16.2pp |
| Annual return | 12.67% | 51.08%-38.4pp | 40.90%-28.2pp | 578.59%-565.9pp |
| Employer contribution / active EE | $0 | $2,617-100.0% | $2,034-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,285 | $3,481-34.4% | $2,823-19.0% | $5,439-58.0% |
| Admin fee / account holder | $864 | $5,059-82.9% | $3,758-77.0% | $10,886-92.1% |