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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 | $100,275 | $102,938-2.6% | $94,105+6.6% | $138,895-27.8% |
| Participation rate | 45.0% | 74.6%-29.6pp | 71.9%-26.9pp | 79.9%-34.9pp |
| Annual return | 19.34% | 250.28%-230.9pp | 204.55%-185.2pp | 145.39%-126.1pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $841 | $4,196-79.9% | $3,881-78.3% | $6,396-86.8% |
| Admin fee / account holder | $498 | $6,600-92.5% | $6,199-92.0% | $12,562-96.0% |