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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 | $91,479 | $228,352-59.9% | $185,835-50.8% | $158,966-42.5% |
| Participation rate | 46.2% | 82.3%-36.2pp | 78.0%-31.9pp | 82.0%-35.8pp |
| Annual return | 12.44% | 40.81%-28.4pp | 35.96%-23.5pp | 302.95%-290.5pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,277 | $6,416-64.5% | $5,633-59.6% | $5,983-61.9% |
| Admin fee / account holder | $826 | $11,867-93.0% | $9,502-91.3% | $11,250-92.7% |