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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 | $88,708 | $152,612-41.9% | $125,192-29.1% | $152,897-42.0% |
| Participation rate | 43.8% | 83.3%-39.6pp | 79.8%-36.0pp | 82.5%-38.7pp |
| Annual return | 21.30% | 54.85%-33.6pp | 43.79%-22.5pp | 345.43%-324.1pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,872 | $5,868-68.1% | $4,937-62.1% | $5,851-68.0% |
| Admin fee / account holder | $4,988 | $13,437-62.9% | $9,704-48.6% | $11,599-57.0% |