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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 | $166,882 | $127,296+31.1% | $109,907+51.8% | $167,536-0.4% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.2%-14.2pp | 82.1%-22.1pp |
| Annual return | 14.97% | 22.97%-8.0pp | 29.46%-14.5pp | 478.82%-463.8pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $2,844-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,228 | $4,513-72.8% | $4,047-69.7% | $6,342-80.6% |
| Admin fee / account holder | $6,676 | $7,119-6.2% | $6,069+10.0% | $12,315-45.8% |