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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 | $65,167 | $157,296-58.6% | $141,191-53.8% | $152,897-57.4% |
| Participation rate | 61.1% | 84.8%-23.7pp | 82.5%-21.4pp | 82.5%-21.3pp |
| Annual return | 16.36% | 64.34%-48.0pp | 71.41%-55.0pp | 345.43%-329.1pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $12,810 | $7,111+80.2% | $6,710+90.9% | $5,851+118.9% |
| Admin fee / account holder | $7,805 | $12,125-35.6% | $10,264-24.0% | $11,599-32.7% |