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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 | $161,606 | $109,359+47.8% | $162,177-0.4% | $72,975+121.5% |
| Participation rate | 59.3% | 84.3%-25.0pp | 87.6%-28.3pp | 69.5%-10.2pp |
| Annual return | 23.91% | 25.46%-1.5pp | 115.60%-91.7pp | 81.01%-57.1pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,594 | $5,481+2.1% | $7,297-23.3% | $3,608+55.1% |
| Admin fee / account holder | $4,758 | $7,972-40.3% | $10,843-56.1% | $5,124-7.1% |