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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 | $36,190 | $93,589-61.3% | $135,942-73.4% | $75,181-51.9% |
| Participation rate | 43.1% | 75.2%-32.1pp | 81.9%-38.8pp | 67.2%-24.1pp |
| Annual return | 19.62% | 30.90%-11.3pp | 68.28%-48.7pp | 160.69%-141.1pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,389 | $6,405-15.9% | $7,759-30.5% | $4,126+30.6% |
| Admin fee / account holder | $12,630 | $6,977+81.0% | $10,764+17.3% | $5,650+123.5% |