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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 | $102,878 | $125,184-17.8% | $105,607-2.6% | $145,884-29.5% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 8.43% | 225.00%-216.6pp | 116.11%-107.7pp | 551.85%-543.4pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,942 | $5,714-66.0% | $5,011-61.2% | $6,690-71.0% |
| Admin fee / account holder | $1,585 | $17,133-90.8% | $10,958-85.5% | $13,392-88.2% |