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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 | $113,313 | $213,785-47.0% | $185,441-38.9% | $155,188-27.0% |
| Participation rate | 63.6% | 83.2%-19.6pp | 80.3%-16.6pp | 80.8%-17.2pp |
| Annual return | 11.69% | 19.97%-8.3pp | 20.16%-8.5pp | 148.84%-137.1pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,299 | $6,864-51.9% | $6,152-46.4% | $6,531-49.5% |
| Admin fee / account holder | $4,829 | $21,134-77.2% | $17,890-73.0% | $14,480-66.6% |