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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 | $90,772 | $124,336-27.0% | $111,303-18.4% | $167,518-45.8% |
| Participation rate | 62.5% | 79.6%-17.1pp | 77.3%-14.8pp | 82.1%-19.6pp |
| Annual return | 15.38% | 37.45%-22.1pp | 54.66%-39.3pp | 478.71%-463.3pp |
| Employer contribution / active EE | $0 | $3,436-100.0% | $2,731-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,201 | $5,181-38.2% | $4,487-28.7% | $6,342-49.5% |
| Admin fee / account holder | $8,365 | $10,623-21.3% | $7,966+5.0% | $12,312-32.1% |