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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 | $133,107 | $157,296-15.4% | $141,191-5.7% | $152,897-12.9% |
| Participation rate | 61.5% | 84.8%-23.3pp | 82.5%-20.9pp | 82.5%-20.9pp |
| Annual return | 21.89% | 64.34%-42.5pp | 71.41%-49.5pp | 345.43%-323.5pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $11,800 | $7,111+65.9% | $6,710+75.9% | $5,851+101.7% |
| Admin fee / account holder | $18,043 | $12,125+48.8% | $10,264+75.8% | $11,599+55.5% |