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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 | $142,009 | $157,296-9.7% | $141,191+0.6% | $152,897-7.1% |
| Participation rate | 14.3% | 84.8%-70.5pp | 82.5%-68.2pp | 82.5%-68.2pp |
| Annual return | 21.15% | 64.34%-43.2pp | 71.41%-50.3pp | 345.43%-324.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,707 | $7,111-61.9% | $6,710-59.7% | $5,851-53.7% |
| Admin fee / account holder | $5,262 | $12,125-56.6% | $10,264-48.7% | $11,599-54.6% |