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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 | $135,526 | $211,239-35.8% | $178,528-24.1% | $145,877-7.1% |
| Participation rate | 59.1% | 80.8%-21.7pp | 77.1%-18.0pp | 80.3%-21.2pp |
| Annual return | 10.02% | 30.22%-20.2pp | 27.11%-17.1pp | 551.28%-541.3pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,965 | $6,963-28.7% | $6,278-20.9% | $6,691-25.8% |
| Admin fee / account holder | $25,309 | $12,095+109.3% | $10,419+142.9% | $13,402+88.8% |