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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 | $168,474 | $81,358+107.1% | $155,556+8.3% | $80,959+108.1% |
| Participation rate | 40.7% | 66.3%-25.5pp | 78.2%-37.5pp | 67.7%-26.9pp |
| Annual return | 22.17% | 33.39%-11.2pp | 64.84%-42.7pp | 35.67%-13.5pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,162 | $3,455+78.3% | $5,631+9.4% | $4,300+43.3% |
| Admin fee / account holder | $23,798 | $7,994+197.7% | $15,885+49.8% | $6,925+243.6% |