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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 | $159,741 | $228,352-30.0% | $185,827-14.0% | $158,950+0.5% |
| Participation rate | 64.7% | 82.3%-17.6pp | 78.0%-13.3pp | 82.0%-17.3pp |
| Annual return | 27.97% | 40.81%-12.8pp | 35.96%-8.0pp | 302.91%-274.9pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,985 | $6,416-37.9% | $5,633-29.3% | $5,983-33.4% |
| Admin fee / account holder | $2,986 | $11,867-74.8% | $9,502-68.6% | $11,248-73.5% |