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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 | $98,197 | $183,592-46.5% | $155,567-36.9% | $145,959-32.7% |
| Participation rate | 36.8% | 82.7%-45.8pp | 78.2%-41.4pp | 80.3%-43.4pp |
| Annual return | 14.48% | 61.24%-46.8pp | 64.74%-50.3pp | 561.95%-547.5pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,697 | $6,464-58.3% | $5,628-52.1% | $6,689-59.7% |
| Admin fee / account holder | $872 | $19,318-95.5% | $15,916-94.5% | $13,398-93.5% |