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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 | $157,798 | $228,352-30.9% | $185,835-15.1% | $158,966-0.7% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 18.49% | 40.81%-22.3pp | 35.96%-17.5pp | 302.95%-284.5pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,720 | $6,416-10.8% | $5,633+1.5% | $5,983-4.4% |
| Admin fee / account holder | $734 | $11,867-93.8% | $9,502-92.3% | $11,250-93.5% |