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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 | $132,069 | $228,352-42.2% | $185,835-28.9% | $158,966-16.9% |
| Participation rate | 33.3% | 82.3%-49.0pp | 78.0%-44.7pp | 82.0%-48.6pp |
| Annual return | 12.82% | 40.81%-28.0pp | 35.96%-23.1pp | 302.95%-290.1pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,358 | $6,416-78.8% | $5,633-75.9% | $5,983-77.3% |
| Admin fee / account holder | $411 | $11,867-96.5% | $9,502-95.7% | $11,250-96.3% |