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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 | $147,658 | $124,346+18.7% | $111,306+32.7% | $167,553-11.9% |
| Participation rate | 62.5% | 79.6%-17.1pp | 77.3%-14.8pp | 82.1%-19.6pp |
| Annual return | 13.12% | 37.46%-24.3pp | 54.67%-41.6pp | 478.89%-465.8pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,697 | $5,182-48.0% | $4,488-39.9% | $6,343-57.5% |
| Admin fee / account holder | $767 | $10,623-92.8% | $7,966-90.4% | $12,316-93.8% |