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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 | $188,365 | $227,566-17.2% | $189,558-0.6% | $167,518+12.4% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.5%-38.5pp | 82.1%-42.1pp |
| Annual return | 21.40% | 78.43%-57.0pp | 64.19%-42.8pp | 478.71%-457.3pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $6,511 | $7,002-7.0% | $6,174+5.5% | $6,342+2.7% |
| Admin fee / account holder | $22,886 | $11,881+92.6% | $9,809+133.3% | $12,312+85.9% |