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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 | $116,574 | $106,247+9.7% | $96,515+20.8% | $139,466-16.4% |
| Participation rate | 37.5% | 77.8%-40.3pp | 74.3%-36.8pp | 80.3%-42.8pp |
| Annual return | 24.00% | 38.47%-14.5pp | 35.73%-11.7pp | 373.66%-349.7pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,833 | $5,456-11.4% | $4,880-0.9% | $6,712-28.0% |
| Admin fee / account holder | $510 | $7,885-93.5% | $6,735-92.4% | $11,409-95.5% |