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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 | $187,623 | $124,346+50.9% | $111,308+68.6% | $167,536+12.0% |
| Participation rate | 57.1% | 79.6%-22.5pp | 77.3%-20.2pp | 82.1%-25.0pp |
| Annual return | 21.52% | 37.45%-15.9pp | 54.67%-33.1pp | 478.82%-457.3pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,289 | $5,182+2.1% | $4,487+17.9% | $6,342-16.6% |
| Admin fee / account holder | $519 | $10,621-95.1% | $7,965-93.5% | $12,315-95.8% |