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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 | $76,823 | $156,398-50.9% | $147,318-47.9% | $138,895-44.7% |
| Participation rate | 44.4% | 83.8%-39.3pp | 82.1%-37.6pp | 79.9%-35.5pp |
| Annual return | 14.39% | 78.75%-64.4pp | 70.43%-56.0pp | 145.39%-131.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,232 | $8,237-12.2% | $7,906-8.5% | $6,396+13.1% |
| Admin fee / account holder | $19,928 | $14,976+33.1% | $13,708+45.4% | $12,562+58.6% |