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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 | $103,622 | $227,566-54.5% | $189,558-45.3% | $167,518-38.1% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.5%-11.8pp | 82.1%-15.4pp |
| Annual return | 12.73% | 78.43%-65.7pp | 64.19%-51.5pp | 478.71%-466.0pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $8,148 | $7,002+16.4% | $6,174+32.0% | $6,342+28.5% |
| Admin fee / account holder | $1,195 | $11,881-89.9% | $9,809-87.8% | $12,312-90.3% |