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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 | $119,531 | $211,288-43.4% | $178,540-33.1% | $145,884-18.1% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 21.70% | 30.27%-8.6pp | 27.15%-5.4pp | 551.85%-530.1pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,170 | $6,967+31.6% | $6,281+46.0% | $6,690+37.1% |
| Admin fee / account holder | $4,732 | $12,105-60.9% | $10,424-54.6% | $13,392-64.7% |