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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 | $156,398-40.7% | $147,318-37.0% | $138,895-33.2% |
| Participation rate | 54.2% | 83.8%-29.6pp | 82.1%-27.9pp | 79.9%-25.8pp |
| Annual return | 17.80% | 78.75%-60.9pp | 70.43%-52.6pp | 145.39%-127.6pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,484 | $8,237-21.3% | $7,906-18.0% | $6,396+1.4% |
| Admin fee / account holder | $774 | $14,976-94.8% | $13,708-94.4% | $12,562-93.8% |