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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 | $88,871 | $160,028-44.5% | $147,080-39.6% | $145,884-39.1% |
| Participation rate | 54.2% | 84.0%-29.9pp | 82.2%-28.0pp | 80.3%-26.1pp |
| Annual return | 14.97% | 98.60%-83.6pp | 420.17%-405.2pp | 551.85%-536.9pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,083 | $8,422-63.4% | $8,066-61.8% | $6,690-53.9% |
| Admin fee / account holder | $2,125 | $15,030-85.9% | $12,989-83.6% | $13,392-84.1% |