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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 | $129,530 | $176,402-26.6% | $134,162-3.5% | $158,982-18.5% |
| Participation rate | 20.8% | 78.7%-57.9pp | 72.2%-51.4pp | 82.0%-61.1pp |
| Annual return | 12.73% | 63.66%-50.9pp | 36.35%-23.6pp | 302.99%-290.3pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $924 | $4,093-77.4% | $3,500-73.6% | $5,983-84.6% |
| Admin fee / account holder | $11,666 | $8,719+33.8% | $6,685+74.5% | $11,252+3.7% |