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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 | $138,726 | $165,381-16.1% | $149,730-7.3% | $158,966-12.7% |
| Participation rate | 65.0% | 84.6%-19.6pp | 82.5%-17.5pp | 82.0%-17.0pp |
| Annual return | 19.16% | 348.29%-329.1pp | 276.70%-257.5pp | 302.95%-283.8pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,965 | $7,182+52.7% | $6,843+60.2% | $5,983+83.3% |
| Admin fee / account holder | $2,962 | $10,809-72.6% | $9,310-68.2% | $11,250-73.7% |