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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 | $186,236 | $228,352-18.4% | $185,827+0.2% | $158,950+17.2% |
| Participation rate | 47.6% | 82.3%-34.7pp | 78.0%-30.4pp | 82.0%-34.3pp |
| Annual return | 10.61% | 40.81%-30.2pp | 35.96%-25.3pp | 302.91%-292.3pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,545 | $6,416+2.0% | $5,633+16.2% | $5,983+9.4% |
| Admin fee / account holder | $435 | $11,867-96.3% | $9,502-95.4% | $11,248-96.1% |