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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 | $92,379 | $202,463-54.4% | $169,397-45.5% | $139,487-33.8% |
| Participation rate | 20.0% | 81.1%-61.1pp | 77.2%-57.2pp | 80.3%-60.3pp |
| Annual return | 19.80% | 532.64%-512.8pp | 406.23%-386.4pp | 373.84%-354.0pp |
| Employer contribution / active EE | $0 | $4,694-100.0% | $4,013-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,602 | $6,941-62.5% | $6,223-58.2% | $6,713-61.2% |
| Admin fee / account holder | $3,189 | $10,726-70.3% | $9,017-64.6% | $11,407-72.0% |