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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 | $97,926 | $125,184-21.8% | $105,607-7.3% | $145,884-32.9% |
| Participation rate | 41.2% | 77.6%-36.5pp | 75.3%-34.1pp | 80.3%-39.1pp |
| Annual return | 16.91% | 225.00%-208.1pp | 116.11%-99.2pp | 551.85%-534.9pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,707 | $5,714-0.1% | $5,011+13.9% | $6,690-14.7% |
| Admin fee / account holder | $1,395 | $17,133-91.9% | $10,958-87.3% | $13,392-89.6% |