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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 | $204,218 | $211,224-3.3% | $178,505+14.4% | $145,897+40.0% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 17.12% | 30.28%-13.2pp | 27.16%-10.0pp | 552.29%-535.2pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,171 | $6,966-54.5% | $6,280-49.5% | $6,689-52.6% |
| Admin fee / account holder | $21,169 | $12,109+74.8% | $10,428+103.0% | $13,390+58.1% |