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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 | $170,726 | $201,370-15.2% | $184,256-7.3% | $145,897+17.0% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 11.97% | 29.05%-17.1pp | 28.85%-16.9pp | 552.29%-540.3pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,073 | $9,808+33.3% | $9,133+43.1% | $6,689+95.4% |
| Admin fee / account holder | $1,055 | $16,364-93.6% | $13,899-92.4% | $13,390-92.1% |