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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 | $158,378 | $152,612+3.8% | $125,192+26.5% | $152,897+3.6% |
| Participation rate | 29.4% | 83.3%-53.9pp | 79.8%-50.4pp | 82.5%-53.0pp |
| Annual return | 24.34% | 54.85%-30.5pp | 43.79%-19.4pp | 345.43%-321.1pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,134 | $5,868-46.6% | $4,937-36.5% | $5,851-46.4% |
| Admin fee / account holder | $460 | $13,437-96.6% | $9,704-95.3% | $11,599-96.0% |