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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 | $85,438 | $70,366+21.4% | $66,674+28.1% | $138,895-38.5% |
| Participation rate | 29.2% | 76.2%-47.0pp | 73.7%-44.5pp | 79.9%-50.8pp |
| Annual return | 14.93% | 386.41%-371.5pp | 321.24%-306.3pp | 145.39%-130.5pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,295 | $4,374-70.4% | $4,084-68.3% | $6,396-79.8% |
| Admin fee / account holder | $1,677 | $5,262-68.1% | $5,098-67.1% | $12,562-86.6% |