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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 | $126,030 | $160,028-21.2% | $147,080-14.3% | $145,884-13.6% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 18.25% | 98.60%-80.4pp | 420.17%-401.9pp | 551.85%-533.6pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,524 | $8,422-46.3% | $8,066-43.9% | $6,690-32.4% |
| Admin fee / account holder | $16,736 | $15,030+11.4% | $12,989+28.9% | $13,392+25.0% |