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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 | $23,274 | $107,941-78.4% | $91,994-74.7% | $152,897-84.8% |
| Participation rate | 45.8% | 81.2%-35.4pp | 78.6%-32.8pp | 82.5%-36.6pp |
| Annual return | 72.33% | 89.28%-17.0pp | 69.04%+3.3pp | 345.43%-273.1pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,289 | $6,366+14.5% | $5,924+23.1% | $5,851+24.6% |
| Admin fee / account holder | $2,476 | $10,521-76.5% | $7,744-68.0% | $11,599-78.7% |