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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 | $107,142 | $232,540-53.9% | $185,117-42.1% | $147,585-27.4% |
| Participation rate | 53.8% | 82.4%-28.5pp | 77.3%-23.4pp | 82.8%-29.0pp |
| Annual return | 19.25% | 43.03%-23.8pp | 40.50%-21.2pp | 578.58%-559.3pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,356 | $5,834-42.5% | $5,045-33.5% | $5,439-38.3% |
| Admin fee / account holder | $499 | $10,275-95.1% | $8,159-93.9% | $10,886-95.4% |