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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 | $90,593 | $110,307-17.9% | $96,576-6.2% | $139,456-35.0% |
| Participation rate | 65.0% | 78.1%-13.1pp | 76.0%-11.0pp | 80.3%-15.3pp |
| Annual return | 22.92% | 26.40%-3.5pp | 25.87%-3.0pp | 373.45%-350.5pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $8,073 | $5,547+45.5% | $4,851+66.4% | $6,711+20.3% |
| Admin fee / account holder | $2,370 | $11,597-79.6% | $8,253-71.3% | $11,407-79.2% |