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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 | $77,865 | $114,119-31.8% | $107,187-27.4% | $138,895-43.9% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 79.9%-22.8pp |
| Annual return | 13.72% | 273.21%-259.5pp | 204.55%-190.8pp | 145.39%-131.7pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,480 | $5,538-55.2% | $5,096-51.3% | $6,396-61.2% |
| Admin fee / account holder | $530 | $10,024-94.7% | $9,162-94.2% | $12,562-95.8% |