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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 | $98,018 | $165,399-40.7% | $149,745-34.5% | $158,982-38.3% |
| Participation rate | 63.2% | 84.6%-21.4pp | 82.5%-19.3pp | 82.0%-18.8pp |
| Annual return | 21.26% | 348.34%-327.1pp | 276.72%-255.5pp | 302.99%-281.7pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,647 | $7,183+20.4% | $6,843+26.4% | $5,983+44.5% |
| Admin fee / account holder | $1,815 | $10,811-83.2% | $9,312-80.5% | $11,252-83.9% |