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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 | $64,570 | $103,000-37.3% | $90,300-28.5% | $152,885-57.8% |
| Participation rate | 42.9% | 75.9%-33.0pp | 73.3%-30.4pp | 82.5%-39.6pp |
| Annual return | 26.25% | 95.19%-68.9pp | 78.11%-51.9pp | 345.39%-319.1pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,172 | $4,281-2.5% | $3,884+7.4% | $5,851-28.7% |
| Admin fee / account holder | $13,421 | $6,173+117.4% | $5,353+150.7% | $11,598+15.7% |