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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 | $93,364 | $196,972-52.6% | $182,262-48.8% | $198,609-53.0% |
| Participation rate | 45.8% | 85.7%-39.9pp | 84.2%-38.4pp | 82.4%-36.5pp |
| Annual return | 15.73% | 158.27%-142.5pp | 140.60%-124.9pp | 202.70%-187.0pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,404 | $8,643-37.5% | $8,276-34.7% | $6,977-22.5% |
| Admin fee / account holder | $1,362 | $18,429-92.6% | $16,712-91.8% | $19,030-92.8% |