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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 | $109,483 | $102,638+6.7% | $81,991+33.5% | $158,966-31.1% |
| Participation rate | 46.2% | 75.5%-29.4pp | 69.3%-23.1pp | 82.0%-35.8pp |
| Annual return | 12.57% | 61.05%-48.5pp | 41.31%-28.7pp | 302.95%-290.4pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,406 | $4,649-48.2% | $3,722-35.4% | $5,983-59.8% |
| Admin fee / account holder | $904 | $8,237-89.0% | $5,665-84.0% | $11,250-92.0% |