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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 | $177,459 | $211,224-16.0% | $178,505-0.6% | $145,897+21.6% |
| Participation rate | 37.5% | 80.8%-43.3pp | 77.1%-39.6pp | 80.3%-42.8pp |
| Annual return | 9.43% | 30.28%-20.9pp | 27.16%-17.7pp | 552.29%-542.9pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,748 | $6,966-31.8% | $6,280-24.4% | $6,689-29.0% |
| Admin fee / account holder | $4,475 | $12,109-63.0% | $10,428-57.1% | $13,390-66.6% |