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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 | $84,590 | $162,812-48.0% | $133,971-36.9% | $158,966-46.8% |
| Participation rate | 54.5% | 83.2%-28.7pp | 79.8%-25.3pp | 82.0%-27.4pp |
| Annual return | 12.66% | 41.94%-29.3pp | 45.09%-32.4pp | 302.95%-290.3pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,045 | $5,910-65.4% | $5,047-59.5% | $5,983-65.8% |
| Admin fee / account holder | $26,115 | $11,741+122.4% | $8,929+192.5% | $11,250+132.1% |