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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 | $121,508 | $132,634-8.4% | $115,768+5.0% | $137,256-11.5% |
| Participation rate | 52.6% | 77.9%-25.2pp | 74.4%-21.8pp | 80.0%-27.3pp |
| Annual return | 12.79% | 160.70%-147.9pp | 100.46%-87.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,605 | $5,619-71.4% | $4,917-67.4% | $6,407-75.0% |
| Admin fee / account holder | $3,165 | $15,028-78.9% | $12,439-74.6% | $12,270-74.2% |