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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 | $74,215 | $51,184+45.0% | $66,439+11.7% | $86,983-14.7% |
| Participation rate | 31.0% | 68.5%-37.5pp | 74.5%-43.5pp | 69.5%-38.5pp |
| Annual return | 11.32% | 17.07%-5.7pp | 757.66%-746.3pp | 25.83%-14.5pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,973 | $2,927-32.6% | $3,876-49.1% | $4,194-53.0% |
| Admin fee / account holder | $10,531 | $4,154+153.5% | $6,173+70.6% | $7,856+34.1% |