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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 | $230,858 | $225,673+2.3% | $203,872+13.2% | $155,188+48.8% |
| Participation rate | 38.5% | 80.3%-41.8pp | 77.8%-39.3pp | 80.8%-42.3pp |
| Annual return | 15.69% | 95.91%-80.2pp | 85.11%-69.4pp | 148.84%-133.2pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,134 | $6,893-40.0% | $6,388-35.3% | $6,531-36.7% |
| Admin fee / account holder | $6,582 | $12,327-46.6% | $11,730-43.9% | $14,480-54.5% |