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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 | $153,343 | $176,786-13.3% | $146,643+4.6% | $167,536-8.5% |
| Participation rate | 25.0% | 83.6%-58.6pp | 80.1%-55.1pp | 82.1%-57.1pp |
| Annual return | 12.08% | 24.04%-12.0pp | 22.75%-10.7pp | 478.82%-466.7pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,311 | $6,440-48.6% | $5,506-39.9% | $6,342-47.8% |
| Admin fee / account holder | $708 | $13,262-94.7% | $10,280-93.1% | $12,315-94.3% |