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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 | $142,354-4.6% | $125,529+8.2% | $155,188-12.5% |
| Participation rate | 42.1% | 78.1%-36.0pp | 74.7%-32.6pp | 80.8%-38.7pp |
| Annual return | 10.42% | 306.06%-295.6pp | 202.56%-192.1pp | 148.84%-138.4pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,634 | $5,491-33.8% | $4,813-24.5% | $6,531-44.4% |
| Admin fee / account holder | $3,009 | $19,392-84.5% | $16,298-81.5% | $14,480-79.2% |