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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 | $205,309 | $174,379+17.7% | $152,093+35.0% | $138,895+47.8% |
| Participation rate | 54.5% | 81.6%-27.1pp | 77.8%-23.2pp | 79.9%-25.4pp |
| Annual return | 12.84% | 74.86%-62.0pp | 66.36%-53.5pp | 145.39%-132.6pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,367 | $6,159-29.1% | $5,451-19.9% | $6,396-31.7% |
| Admin fee / account holder | $1,231 | $16,880-92.7% | $14,497-91.5% | $12,562-90.2% |