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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 | $93,043 | $118,708-21.6% | $98,920-5.9% | $158,982-41.5% |
| Participation rate | 55.6% | 77.8%-22.3pp | 76.0%-20.5pp | 82.0%-26.4pp |
| Annual return | 11.51% | 372.49%-361.0pp | 196.47%-185.0pp | 302.99%-291.5pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,299 | $5,089-74.5% | $4,245-69.4% | $5,983-78.3% |
| Admin fee / account holder | $1,037 | $10,134-89.8% | $6,643-84.4% | $11,252-90.8% |