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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 | $79,770 | $102,638-22.3% | $81,982-2.7% | $158,982-49.8% |
| Participation rate | 43.8% | 75.5%-31.8pp | 69.3%-25.5pp | 82.0%-38.2pp |
| Annual return | 17.76% | 61.05%-43.3pp | 41.31%-23.6pp | 302.99%-285.2pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,798 | $4,649-39.8% | $3,722-24.8% | $5,983-53.2% |
| Admin fee / account holder | $24,515 | $8,237+197.6% | $5,665+332.7% | $11,252+117.9% |