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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 | $101,126 | $93,345+8.3% | $119,126-15.1% | $87,485+15.6% |
| Participation rate | 46.9% | 68.7%-21.9pp | 75.8%-28.9pp | 68.9%-22.1pp |
| Annual return | 12.35% | 19.08%-6.7pp | 282.11%-269.8pp | 26.06%-13.7pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,657 | $4,099-10.8% | $5,318-31.2% | $4,274-14.4% |
| Admin fee / account holder | $11,774 | $8,039+46.5% | $10,693+10.1% | $7,775+51.4% |