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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 | $84,708 | $108,882-22.2% | $96,754-12.4% | $154,746-45.3% |
| Participation rate | 60.0% | 75.1%-15.1pp | 70.3%-10.3pp | 80.7%-20.7pp |
| Annual return | 20.75% | 98.39%-77.6pp | 82.04%-61.3pp | 172.34%-151.6pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,326 | $5,323+18.8% | $4,758+32.9% | $6,730-6.0% |
| Admin fee / account holder | $2,959 | $10,200-71.0% | $8,905-66.8% | $14,365-79.4% |