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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 | $166,309 | $104,650+58.9% | $83,854+98.3% | $155,188+7.2% |
| Participation rate | 55.6% | 65.1%-9.5pp | 59.1%-3.6pp | 80.8%-25.2pp |
| Annual return | 17.69% | 28.97%-11.3pp | 31.39%-13.7pp | 148.84%-131.1pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,200 | $2,367+161.9% | $2,035+204.7% | $6,531-5.1% |
| Admin fee / account holder | $1,845 | $3,518-47.6% | $3,197-42.3% | $14,480-87.3% |