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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 | $181,185 | $139,948+29.5% | $121,663+48.9% | $154,746+17.1% |
| Participation rate | 42.9% | 78.0%-35.2pp | 74.5%-31.6pp | 80.7%-37.8pp |
| Annual return | 16.17% | 230.52%-214.4pp | 147.54%-131.4pp | 172.34%-156.2pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,127 | $5,629-26.7% | $4,887-15.6% | $6,730-38.7% |
| Admin fee / account holder | $5,307 | $17,321-69.4% | $14,289-62.9% | $14,365-63.1% |