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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 | $125,430 | $152,619-17.8% | $125,195+0.2% | $152,909-18.0% |
| Participation rate | 57.1% | 83.3%-26.2pp | 79.8%-22.6pp | 82.5%-25.3pp |
| Annual return | 26.87% | 54.85%-28.0pp | 43.79%-16.9pp | 345.46%-318.6pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,559 | $5,869+28.8% | $4,937+53.1% | $5,851+29.2% |
| Admin fee / account holder | $1,975 | $13,437-85.3% | $9,704-79.7% | $11,601-83.0% |