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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 | $142,722 | $160,028-10.8% | $147,080-3.0% | $145,884-2.2% |
| Participation rate | 47.1% | 84.0%-37.0pp | 82.2%-35.1pp | 80.3%-33.2pp |
| Annual return | 17.50% | 98.60%-81.1pp | 420.17%-402.7pp | 551.85%-534.4pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,847 | $8,422-30.6% | $8,066-27.5% | $6,690-12.6% |
| Admin fee / account holder | $7,258 | $15,030-51.7% | $12,989-44.1% | $13,392-45.8% |