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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 | $135,247 | $154,228-12.3% | $145,433-7.0% | $137,256-1.5% |
| Participation rate | 65.2% | 83.8%-18.6pp | 82.1%-16.9pp | 80.0%-14.7pp |
| Annual return | 17.58% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,862 | $8,216-16.5% | $7,897-13.1% | $6,407+7.1% |
| Admin fee / account holder | $19,899 | $14,344+38.7% | $13,129+51.6% | $12,270+62.2% |