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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 | $98,601 | $114,119-13.6% | $107,187-8.0% | $138,895-29.0% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 79.9%-22.8pp |
| Annual return | 15.87% | 273.21%-257.3pp | 204.55%-188.7pp | 145.39%-129.5pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,429 | $5,538-38.1% | $5,096-32.7% | $6,396-46.4% |
| Admin fee / account holder | $725 | $10,024-92.8% | $9,162-92.1% | $12,562-94.2% |