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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 | $135,816 | $139,948-3.0% | $121,663+11.6% | $154,746-12.2% |
| Participation rate | 42.1% | 78.0%-35.9pp | 74.5%-32.4pp | 80.7%-38.6pp |
| Annual return | 10.42% | 230.52%-220.1pp | 147.54%-137.1pp | 172.34%-161.9pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,634 | $5,629-35.4% | $4,887-25.6% | $6,730-46.0% |
| Admin fee / account holder | $3,009 | $17,321-82.6% | $14,289-78.9% | $14,365-79.1% |