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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 | $81,876 | $176,402-53.6% | $134,162-39.0% | $158,966-48.5% |
| Participation rate | 31.3% | 78.7%-47.5pp | 72.2%-40.9pp | 82.0%-50.7pp |
| Annual return | 11.70% | 63.66%-52.0pp | 36.35%-24.6pp | 302.95%-291.3pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,217 | $4,093-70.3% | $3,500-65.2% | $5,983-79.7% |
| Admin fee / account holder | $1,926 | $8,719-77.9% | $6,685-71.2% | $11,250-82.9% |