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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 | $71,616 | $157,276-54.5% | $141,177-49.3% | $152,885-53.2% |
| Participation rate | 61.1% | 84.8%-23.7pp | 82.5%-21.4pp | 82.5%-21.3pp |
| Annual return | 27.63% | 64.33%-36.7pp | 71.40%-43.8pp | 345.39%-317.8pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $13,327 | $7,110+87.4% | $6,710+98.6% | $5,851+127.8% |
| Admin fee / account holder | $6,350 | $12,123-47.6% | $10,263-38.1% | $11,598-45.3% |