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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 | $66,317 | $58,258+13.8% | $81,820-18.9% | $80,925-18.1% |
| Participation rate | 31.0% | 63.5%-32.5pp | 72.4%-41.4pp | 67.7%-36.7pp |
| Annual return | 16.61% | 41.76%-25.1pp | 777.93%-761.3pp | 35.65%-19.0pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,482 | $3,284+6.0% | $4,323-19.5% | $4,299-19.0% |
| Admin fee / account holder | $13,619 | $4,976+173.7% | $7,391+84.3% | $6,940+96.2% |