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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 | $74,428 | $157,304-52.7% | $141,197-47.3% | $152,909-51.3% |
| Participation rate | 63.2% | 84.8%-21.7pp | 82.5%-19.3pp | 82.5%-19.3pp |
| Annual return | 23.70% | 64.34%-40.6pp | 71.41%-47.7pp | 345.46%-321.8pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,268 | $7,111+30.3% | $6,710+38.1% | $5,851+58.4% |
| Admin fee / account holder | $3,855 | $12,126-68.2% | $10,265-62.4% | $11,601-66.8% |