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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 | $105,681 | $162,812-35.1% | $133,971-21.1% | $158,966-33.5% |
| Participation rate | 47.8% | 83.2%-35.4pp | 79.8%-32.0pp | 82.0%-34.1pp |
| Annual return | 15.94% | 41.94%-26.0pp | 45.09%-29.2pp | 302.95%-287.0pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,159 | $5,910-46.5% | $5,047-37.4% | $5,983-47.2% |
| Admin fee / account holder | $1,994 | $11,741-83.0% | $8,929-77.7% | $11,250-82.3% |