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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 | $118,599 | $126,519-6.3% | $106,201+11.7% | $145,959-18.7% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 12.56% | 225.10%-212.5pp | 116.26%-103.7pp | 561.95%-549.4pp |
| Employer contribution / active EE | $0 | $3,726-100.0% | $3,170-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,101 | $5,716-28.2% | $5,012-18.2% | $6,689-38.7% |
| Admin fee / account holder | $11,313 | $17,312-34.7% | $11,039+2.5% | $13,398-15.6% |