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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 | $55,153 | $105,200-47.6% | $159,474-65.4% | $85,847-35.8% |
| Participation rate | 62.7% | 75.8%-13.0pp | 82.8%-20.1pp | 69.3%-6.6pp |
| Annual return | 13.10% | 45.08%-32.0pp | 263.68%-250.6pp | 318.61%-305.5pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,151 | $5,946-47.0% | $7,353-57.1% | $3,952-20.3% |
| Admin fee / account holder | $1,782 | $6,934-74.3% | $10,802-83.5% | $6,261-71.5% |