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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 | $144,539 | $108,825+32.8% | $156,181-7.5% | $82,448+75.3% |
| Participation rate | 63.0% | 72.4%-9.4pp | 78.8%-15.9pp | 68.1%-5.1pp |
| Annual return | 15.12% | 20.59%-5.5pp | 64.87%-49.8pp | 41.64%-26.5pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,166 | $4,577+34.7% | $6,132+0.6% | $4,139+49.0% |
| Admin fee / account holder | $16,871 | $9,341+80.6% | $14,586+15.7% | $7,234+133.2% |