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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 | $68,517 | $85,766-20.1% | $136,298-49.7% | $70,126-2.3% |
| Participation rate | 26.4% | 74.2%-47.7pp | 81.9%-55.5pp | 69.5%-43.1pp |
| Annual return | 16.40% | 31.46%-15.1pp | 5156.27%-5139.9pp | 73.15%-56.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,090 | $5,051-19.0% | $6,247-34.5% | $3,332+22.8% |
| Admin fee / account holder | $5,490 | $5,421+1.3% | $9,244-40.6% | $4,645+18.2% |