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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 | $92,760 | $196,972-52.9% | $182,262-49.1% | $198,609-53.3% |
| Participation rate | 54.2% | 85.7%-31.5pp | 84.2%-30.0pp | 82.4%-28.2pp |
| Annual return | 17.80% | 158.27%-140.5pp | 140.60%-122.8pp | 202.70%-184.9pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,484 | $8,643-25.0% | $8,276-21.7% | $6,977-7.1% |
| Admin fee / account holder | $774 | $18,429-95.8% | $16,712-95.4% | $19,030-95.9% |