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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 | $131,244 | $162,821-19.4% | $133,978-2.0% | $158,982-17.4% |
| Participation rate | 61.1% | 83.2%-22.1pp | 79.8%-18.7pp | 82.0%-20.9pp |
| Annual return | 33.85% | 41.95%-8.1pp | 45.10%-11.3pp | 302.99%-269.1pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,553 | $5,910-56.8% | $5,047-49.4% | $5,983-57.3% |
| Admin fee / account holder | $45,664 | $11,742+288.9% | $8,930+411.4% | $11,252+305.8% |