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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 | $101,371 | $197,603-48.7% | $177,827-43.0% | $158,950-36.2% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 10.60% | 58.76%-48.2pp | 48.32%-37.7pp | 302.91%-292.3pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,918-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,608 | $8,404-57.1% | $7,713-53.2% | $5,983-39.7% |
| Admin fee / account holder | $8,824 | $15,402-42.7% | $12,429-29.0% | $11,248-21.6% |