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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 | $90,376 | $101,618-11.1% | $93,063-2.9% | $137,256-34.2% |
| Participation rate | 23.1% | 74.9%-51.9pp | 72.1%-49.0pp | 80.0%-56.9pp |
| Annual return | 14.82% | 223.95%-209.1pp | 34.15%-19.3pp | 220.34%-205.5pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,630 | $4,279-61.9% | $3,958-58.8% | $6,407-74.6% |
| Admin fee / account holder | $1,171 | $6,198-81.1% | $6,033-80.6% | $12,270-90.5% |