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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 | $154,570 | $171,492-9.9% | $150,734+2.5% | $198,609-22.2% |
| Participation rate | 50.0% | 81.4%-31.4pp | 78.4%-28.4pp | 82.4%-32.4pp |
| Annual return | 13.57% | 804.70%-791.1pp | 600.81%-587.2pp | 202.70%-189.1pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,730 | $6,259-40.4% | $5,610-33.5% | $6,977-46.5% |
| Admin fee / account holder | $614 | $17,628-96.5% | $14,905-95.9% | $19,030-96.8% |