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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 | $145,417 | $165,399-12.1% | $149,745-2.9% | $158,982-8.5% |
| Participation rate | 58.8% | 84.6%-25.8pp | 82.5%-23.7pp | 82.0%-23.1pp |
| Annual return | 21.78% | 348.34%-326.6pp | 276.72%-254.9pp | 302.99%-281.2pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,569 | $7,183-36.4% | $6,843-33.2% | $5,983-23.6% |
| Admin fee / account holder | $1,373 | $10,811-87.3% | $9,312-85.3% | $11,252-87.8% |