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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 | $46,670 | $49,976-6.6% | $66,674-30.0% | $82,637-43.5% |
| Participation rate | 19.6% | 63.1%-43.5pp | 73.7%-54.0pp | 68.1%-48.4pp |
| Annual return | 13.51% | 39.09%-25.6pp | 321.24%-307.7pp | 53.51%-40.0pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,761 | $2,847-3.0% | $4,084-32.4% | $4,126-33.1% |
| Admin fee / account holder | $7,900 | $4,594+72.0% | $5,098+55.0% | $7,339+7.6% |