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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 | $110,600 | $148,582-25.6% | $135,942-18.6% | $139,456-20.7% |
| Participation rate | 53.3% | 83.9%-30.5pp | 81.9%-28.6pp | 80.3%-27.0pp |
| Annual return | 25.20% | 79.26%-54.1pp | 68.28%-43.1pp | 373.45%-348.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,944 | $8,101-51.3% | $7,759-49.2% | $6,711-41.2% |
| Admin fee / account holder | $2,251 | $12,402-81.9% | $10,764-79.1% | $11,407-80.3% |