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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 | $119,148 | $157,276-24.2% | $141,177-15.6% | $152,885-22.1% |
| Participation rate | 25.0% | 84.8%-59.8pp | 82.5%-57.5pp | 82.5%-57.5pp |
| Annual return | 25.00% | 64.33%-39.3pp | 71.40%-46.4pp | 345.39%-320.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,525 | $7,110-50.4% | $6,710-47.5% | $5,851-39.8% |
| Admin fee / account holder | $312 | $12,123-97.4% | $10,263-97.0% | $11,598-97.3% |