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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 | $108,413 | $183,539-40.9% | $155,556-30.3% | $145,897-25.7% |
| Participation rate | 61.9% | 82.7%-20.8pp | 78.2%-16.3pp | 80.3%-18.4pp |
| Annual return | 10.16% | 61.31%-51.1pp | 64.84%-54.7pp | 552.29%-542.1pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,289 | $6,467-33.7% | $5,631-23.8% | $6,689-35.9% |
| Admin fee / account holder | $4,466 | $19,275-76.8% | $15,885-71.9% | $13,390-66.6% |