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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 | $85,801 | $154,193-44.4% | $130,045-34.0% | $139,466-38.5% |
| Participation rate | 47.1% | 82.0%-34.9pp | 78.5%-31.4pp | 80.3%-33.3pp |
| Annual return | 17.76% | 32.51%-14.8pp | -137.30%+155.1pp | 373.66%-355.9pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,966 | $6,709-26.0% | $5,820-14.7% | $6,712-26.0% |
| Admin fee / account holder | $6,129 | $13,989-56.2% | $10,600-42.2% | $11,409-46.3% |