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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 | $150,598 | $202,440-25.6% | $169,390-11.1% | $139,466+8.0% |
| Participation rate | 37.5% | 81.1%-43.6pp | 77.2%-39.7pp | 80.3%-42.8pp |
| Annual return | 21.24% | 532.36%-511.1pp | 406.07%-384.8pp | 373.66%-352.4pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,979 | $6,940-42.7% | $6,222-36.0% | $6,712-40.7% |
| Admin fee / account holder | $1,432 | $10,722-86.6% | $9,015-84.1% | $11,409-87.4% |