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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 | $101,594 | $162,136-37.3% | $152,301-33.3% | $154,746-34.3% |
| Participation rate | 58.3% | 84.1%-25.8pp | 82.4%-24.1pp | 80.7%-22.4pp |
| Annual return | 13.74% | 91.02%-77.3pp | 80.50%-66.8pp | 172.34%-158.6pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,611 | $8,341-20.7% | $8,004-17.4% | $6,730-1.8% |
| Admin fee / account holder | $8,205 | $15,759-47.9% | $14,398-43.0% | $14,365-42.9% |