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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 | $111,679 | $165,399-32.5% | $149,745-25.4% | $158,982-29.8% |
| Participation rate | 52.6% | 84.6%-31.9pp | 82.5%-29.9pp | 82.0%-29.3pp |
| Annual return | 18.22% | 348.34%-330.1pp | 276.72%-258.5pp | 302.99%-284.8pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,182 | $7,183-13.9% | $6,843-9.7% | $5,983+3.3% |
| Admin fee / account holder | $3,084 | $10,811-71.5% | $9,312-66.9% | $11,252-72.6% |