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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 | $187,285 | $157,829+18.7% | $136,867+36.8% | $198,609-5.7% |
| Participation rate | 62.5% | 77.2%-14.7pp | 74.5%-12.0pp | 82.4%-19.9pp |
| Annual return | 10.93% | 51.25%-40.3pp | 42.97%-32.0pp | 202.70%-191.8pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,488 | $5,463-36.2% | $4,924-29.2% | $6,977-50.0% |
| Admin fee / account holder | $452 | $11,107-95.9% | $10,340-95.6% | $19,030-97.6% |