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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 | $87,127 | $156,398-44.3% | $147,318-40.9% | $138,895-37.3% |
| Participation rate | 52.2% | 83.8%-31.6pp | 82.1%-29.9pp | 79.9%-27.7pp |
| Annual return | 15.37% | 78.75%-63.4pp | 70.43%-55.1pp | 145.39%-130.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,290 | $8,237-47.9% | $7,906-45.7% | $6,396-32.9% |
| Admin fee / account holder | $1,566 | $14,976-89.5% | $13,708-88.6% | $12,562-87.5% |