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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 | $158,979 | $232,540-31.6% | $185,117-14.1% | $147,586+7.7% |
| Participation rate | 59.1% | 82.4%-23.3pp | 77.3%-18.2pp | 82.8%-23.7pp |
| Annual return | 17.27% | 43.03%-25.8pp | 40.50%-23.2pp | 578.59%-561.3pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,978 | $5,834+19.6% | $5,045+38.3% | $5,439+28.3% |
| Admin fee / account holder | $3,527 | $10,275-65.7% | $8,159-56.8% | $10,886-67.6% |