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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 | $132,199 | $125,190+5.6% | $105,624+25.2% | $145,897-9.4% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 12.46% | 225.22%-212.8pp | 116.20%-103.7pp | 552.29%-539.8pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,417 | $5,716+47.3% | $5,013+67.9% | $6,689+25.8% |
| Admin fee / account holder | $9,845 | $17,138-42.6% | $10,961-10.2% | $13,390-26.5% |