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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 | $106,343 | $174,379-39.0% | $152,093-30.1% | $138,895-23.4% |
| Participation rate | 29.4% | 81.6%-52.2pp | 77.8%-48.4pp | 79.9%-50.5pp |
| Annual return | 11.75% | 74.86%-63.1pp | 66.36%-54.6pp | 145.39%-133.6pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,835 | $6,159-54.0% | $5,451-48.0% | $6,396-55.7% |
| Admin fee / account holder | $2,881 | $16,880-82.9% | $14,497-80.1% | $12,562-77.1% |