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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 | $83,702 | $124,346-32.7% | $111,306-24.8% | $167,553-50.0% |
| Participation rate | 57.1% | 79.6%-22.5pp | 77.3%-20.2pp | 82.1%-25.0pp |
| Annual return | 9.62% | 37.46%-27.8pp | 54.67%-45.0pp | 478.89%-469.3pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,886 | $5,182-63.6% | $4,488-58.0% | $6,343-70.3% |
| Admin fee / account holder | $3,599 | $10,623-66.1% | $7,966-54.8% | $12,316-70.8% |