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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 | $51,004 | $68,412-25.4% | $94,679-46.1% | $75,181-32.2% |
| Participation rate | 59.3% | 76.1%-16.8pp | 80.8%-21.6pp | 67.2%-7.9pp |
| Annual return | 18.06% | 616.91%-598.9pp | 156.75%-138.7pp | 160.69%-142.6pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,158 | $6,537-51.7% | $7,417-57.4% | $4,126-23.4% |
| Admin fee / account holder | $491 | $5,326-90.8% | $7,233-93.2% | $5,650-91.3% |