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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 | $159,959 | $232,540-31.2% | $185,117-13.6% | $147,586+8.4% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 14.71% | 43.03%-28.3pp | 40.50%-25.8pp | 578.59%-563.9pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,541 | $5,834-73.6% | $5,045-69.4% | $5,439-71.7% |
| Admin fee / account holder | $23,200 | $10,275+125.8% | $8,159+184.3% | $10,886+113.1% |