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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 | $254,759-61.1% | $216,567-54.2% | $198,609-50.1% |
| Participation rate | 25.0% | 84.5%-59.5pp | 81.6%-56.6pp | 82.4%-57.4pp |
| Annual return | 19.95% | 10.04%+9.9pp | 12.94%+7.0pp | 202.70%-182.7pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,685 | $6,948-47.0% | $6,191-40.5% | $6,977-47.2% |
| Admin fee / account holder | $600 | $26,311-97.7% | $21,981-97.3% | $19,030-96.8% |