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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 | $99,128 | $199,109-50.2% | $173,730-42.9% | $154,746-35.9% |
| Participation rate | 25.0% | 82.8%-57.8pp | 79.6%-54.6pp | 80.7%-55.7pp |
| Annual return | 19.95% | 20.02%-0.1pp | 19.96%0pp | 172.34%-152.4pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,685 | $7,113-48.2% | $6,326-41.8% | $6,730-45.3% |
| Admin fee / account holder | $600 | $20,916-97.1% | $17,523-96.6% | $14,365-95.8% |