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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 | $102,138 | $105,200-2.9% | $159,474-36.0% | $85,847+19.0% |
| Participation rate | 53.7% | 75.8%-22.1pp | 82.8%-29.2pp | 69.3%-15.7pp |
| Annual return | 12.53% | 45.08%-32.5pp | 263.68%-251.1pp | 318.61%-306.1pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,198 | $5,946-12.6% | $7,353-29.3% | $3,952+31.5% |
| Admin fee / account holder | $9,254 | $6,934+33.4% | $10,802-14.3% | $6,261+47.8% |