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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 | $92,801 | $148,623-37.6% | $135,974-31.8% | $139,466-33.5% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 15.84% | 79.30%-63.5pp | 68.30%-52.5pp | 373.66%-357.8pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,420 | $8,103-57.8% | $7,760-55.9% | $6,712-49.0% |
| Admin fee / account holder | $774 | $12,406-93.8% | $10,767-92.8% | $11,409-93.2% |