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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 | $66,593 | $196,972-66.2% | $182,262-63.5% | $198,609-66.5% |
| Participation rate | 47.6% | 85.7%-38.1pp | 84.2%-36.6pp | 82.4%-34.8pp |
| Annual return | 17.01% | 158.27%-141.3pp | 140.60%-123.6pp | 202.70%-185.7pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,140 | $8,643-17.4% | $8,276-13.7% | $6,977+2.3% |
| Admin fee / account holder | $7,487 | $18,429-59.4% | $16,712-55.2% | $19,030-60.7% |