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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 | $85,146 | $135,956-37.4% | $123,894-31.3% | $273,972-68.9% |
| Participation rate | 57.1% | 84.1%-26.9pp | 81.4%-24.3pp | 83.0%-25.9pp |
| Annual return | 10.67% | 56.63%-46.0pp | 47.52%-36.8pp | 41.46%-30.8pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,517 | $6,343+2.8% | $5,984+8.9% | $5,287+23.3% |
| Admin fee / account holder | $526 | $9,817-94.6% | $8,357-93.7% | $10,133-94.8% |