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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 | $96,996 | $225,673-57.0% | $203,872-52.4% | $155,188-37.5% |
| Participation rate | 41.7% | 80.3%-38.6pp | 77.8%-36.1pp | 80.8%-39.1pp |
| Annual return | 16.94% | 95.91%-79.0pp | 85.11%-68.2pp | 148.84%-131.9pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,557 | $6,893+9.6% | $6,388+18.3% | $6,531+15.7% |
| Admin fee / account holder | $2,889 | $12,327-76.6% | $11,730-75.4% | $14,480-80.1% |