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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 | $155,228 | $99,875+55.4% | $146,866+5.7% | $86,983+78.5% |
| Participation rate | 62.1% | 75.8%-13.7pp | 82.5%-20.4pp | 69.5%-7.5pp |
| Annual return | 14.13% | 28.10%-14.0pp | 102.85%-88.7pp | 25.83%-11.7pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,253 | $6,322-1.1% | $7,759-19.4% | $4,194+49.1% |
| Admin fee / account holder | $1,830 | $7,838-76.7% | $13,620-86.6% | $7,856-76.7% |