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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 | $124,598 | $176,794-29.5% | $146,647-15.0% | $167,553-25.6% |
| Participation rate | 68.8% | 83.6%-14.9pp | 80.1%-11.3pp | 82.1%-13.4pp |
| Annual return | 11.64% | 24.04%-12.4pp | 22.75%-11.1pp | 478.89%-467.2pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,063 | $6,440-36.9% | $5,506-26.2% | $6,343-35.9% |
| Admin fee / account holder | $1,341 | $13,262-89.9% | $10,281-87.0% | $12,316-89.1% |