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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 | $68,102 | $83,337-18.3% | $67,834+0.4% | $273,972-75.1% |
| Participation rate | 63.6% | 76.4%-12.8pp | 68.8%-5.2pp | 83.0%-19.4pp |
| Annual return | 5.49% | 259.45%-254.0pp | 138.47%-133.0pp | 41.46%-36.0pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,864 | $4,088-29.9% | $3,160-9.4% | $5,287-45.8% |
| Admin fee / account holder | $5,505 | $6,752-18.5% | $4,622+19.1% | $10,133-45.7% |