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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 | $79,817 | $103,392-22.8% | $87,104-8.4% | $152,897-47.8% |
| Participation rate | 58.3% | 79.4%-21.0pp | 76.9%-18.5pp | 82.5%-24.1pp |
| Annual return | 19.66% | 28.10%-8.4pp | 28.19%-8.5pp | 345.43%-325.8pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,619 | $4,778-24.3% | $4,048-10.6% | $5,851-38.1% |
| Admin fee / account holder | $2,600 | $12,194-78.7% | $7,491-65.3% | $11,599-77.6% |