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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 | $101,740 | $114,013-10.8% | $103,693-1.9% | $155,188-34.4% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.3pp | 80.8%-47.5pp |
| Annual return | 14.20% | 49.31%-35.1pp | 47.61%-33.4pp | 148.84%-134.6pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,495 | $4,970+10.6% | $4,579+20.0% | $6,531-15.9% |
| Admin fee / account holder | $4,055 | $8,407-51.8% | $7,858-48.4% | $14,480-72.0% |