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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 | $165,857 | $181,062-8.4% | $158,223+4.8% | $155,188+6.9% |
| Participation rate | 15.8% | 82.7%-66.9pp | 79.2%-63.4pp | 80.8%-65.0pp |
| Annual return | 22.68% | 57.39%-34.7pp | 52.09%-29.4pp | 148.84%-126.2pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,564 | $6,134-25.6% | $5,467-16.5% | $6,531-30.1% |
| Admin fee / account holder | $4,721 | $18,825-74.9% | $16,047-70.6% | $14,480-67.4% |