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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 | $151,068 | $165,381-8.7% | $149,730+0.9% | $158,966-5.0% |
| Participation rate | 41.2% | 84.6%-43.4pp | 82.5%-41.3pp | 82.0%-40.8pp |
| Annual return | 19.03% | 348.29%-329.3pp | 276.70%-257.7pp | 302.95%-283.9pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,363 | $7,182-67.1% | $6,843-65.5% | $5,983-60.5% |
| Admin fee / account holder | $1,765 | $10,809-83.7% | $9,310-81.0% | $11,250-84.3% |