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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 | $207,583 | $225,673-8.0% | $203,872+1.8% | $155,188+33.8% |
| Participation rate | 35.7% | 80.3%-44.6pp | 77.8%-42.1pp | 80.8%-45.1pp |
| Annual return | 19.57% | 95.91%-76.3pp | 85.11%-65.5pp | 148.84%-129.3pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,159 | $6,893-83.2% | $6,388-81.9% | $6,531-82.3% |
| Admin fee / account holder | $4,760 | $12,327-61.4% | $11,730-59.4% | $14,480-67.1% |