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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 | $102,852 | $103,392-0.5% | $87,104+18.1% | $152,897-32.7% |
| Participation rate | 64.3% | 79.4%-15.1pp | 76.9%-12.6pp | 82.5%-18.2pp |
| Annual return | 20.44% | 28.10%-7.7pp | 28.19%-7.7pp | 345.43%-325.0pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,853 | $4,778+1.6% | $4,048+19.9% | $5,851-17.1% |
| Admin fee / account holder | $18,400 | $12,194+50.9% | $7,491+145.6% | $11,599+58.6% |