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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 | $153,919 | $223,823-31.2% | $211,142-27.1% | $154,746-0.5% |
| Participation rate | 25.0% | 87.9%-62.9pp | 87.3%-62.3pp | 80.7%-55.7pp |
| Annual return | 17.82% | 50.39%-32.6pp | 46.84%-29.0pp | 172.34%-154.5pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,469 | $9,750-43.9% | $9,284-41.1% | $6,730-18.7% |
| Admin fee / account holder | $802 | $19,707-95.9% | $19,076-95.8% | $14,365-94.4% |