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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 | $60,503 | $165,381-63.4% | $149,730-59.6% | $158,966-61.9% |
| Participation rate | 58.8% | 84.6%-25.8pp | 82.5%-23.7pp | 82.0%-23.1pp |
| Annual return | 15.39% | 348.29%-332.9pp | 276.70%-261.3pp | 302.95%-287.6pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,188 | $7,182+14.0% | $6,843+19.7% | $5,983+36.8% |
| Admin fee / account holder | $440 | $10,809-95.9% | $9,310-95.3% | $11,250-96.1% |