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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 | $84,627 | $108,922-22.3% | $100,398-15.7% | $145,978-42.0% |
| Participation rate | 47.1% | 83.0%-35.9pp | 81.5%-34.4pp | 80.3%-33.2pp |
| Annual return | 10.62% | 58.04%-47.4pp | 49.32%-38.7pp | 550.52%-539.9pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,864 | $8,450-18.8% | $8,084-15.1% | $6,690+2.6% |
| Admin fee / account holder | $5,872 | $9,680-39.3% | $7,893-25.6% | $13,400-56.2% |