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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 | $184,014-46.1% | $161,149-38.5% | $138,895-28.6% |
| Participation rate | 25.0% | 82.1%-57.1pp | 78.8%-53.8pp | 79.9%-54.9pp |
| Annual return | 19.95% | 21.52%-1.6pp | 21.16%-1.2pp | 145.39%-125.4pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,685 | $6,909-46.7% | $6,153-40.1% | $6,396-42.4% |
| Admin fee / account holder | $600 | $18,027-96.7% | $15,194-96.1% | $12,562-95.2% |