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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 | $87,184 | $181,062-51.8% | $158,223-44.9% | $155,188-43.8% |
| Participation rate | 58.3% | 82.7%-24.3pp | 79.2%-20.9pp | 80.8%-22.5pp |
| Annual return | 18.48% | 57.39%-38.9pp | 52.09%-33.6pp | 148.84%-130.4pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,013 | $6,134-18.3% | $5,467-8.3% | $6,531-23.3% |
| Admin fee / account holder | $2,743 | $18,825-85.4% | $16,047-82.9% | $14,480-81.1% |