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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 | $125,871 | $149,741-15.9% | $118,914+5.9% | $158,982-20.8% |
| Participation rate | 53.8% | 82.1%-28.3pp | 75.4%-21.6pp | 82.0%-28.1pp |
| Annual return | 28.28% | 19.94%+8.3pp | 35.89%-7.6pp | 302.99%-274.7pp |
| Employer contribution / active EE | $0 | $4,119-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,143 | $5,226-59.0% | $4,266-49.8% | $5,983-64.2% |
| Admin fee / account holder | $701 | $8,607-91.9% | $6,582-89.4% | $11,252-93.8% |