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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 | $101,587 | $185,905-45.4% | $170,057-40.3% | $139,487-27.2% |
| Participation rate | 46.2% | 87.8%-41.6pp | 87.0%-40.9pp | 80.3%-34.2pp |
| Annual return | 26.74% | 60.56%-33.8pp | 53.42%-26.7pp | 373.84%-347.1pp |
| Employer contribution / active EE | -$4 | $7,597-100.0% | $6,790-100.1% | $4,755-100.1% |
| Participant deferral / active EE | $4,064 | $11,627-65.0% | $10,411-61.0% | $6,713-39.5% |
| Admin fee / account holder | $1,092 | $15,397-92.9% | $12,826-91.5% | $11,407-90.4% |