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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 | $75,481 | $196,972-61.7% | $182,262-58.6% | $198,609-62.0% |
| Participation rate | 62.5% | 85.7%-23.2pp | 84.2%-21.7pp | 82.4%-19.9pp |
| Annual return | 17.13% | 158.27%-141.1pp | 140.60%-123.5pp | 202.70%-185.6pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,360 | $8,643-38.0% | $8,276-35.2% | $6,977-23.2% |
| Admin fee / account holder | $1,134 | $18,429-93.8% | $16,712-93.2% | $19,030-94.0% |