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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 | $152,947 | $228,352-33.0% | $185,835-17.7% | $158,966-3.8% |
| Participation rate | 41.7% | 82.3%-40.6pp | 78.0%-36.4pp | 82.0%-40.3pp |
| Annual return | 29.60% | 40.81%-11.2pp | 35.96%-6.4pp | 302.95%-273.3pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,987 | $6,416-6.7% | $5,633+6.3% | $5,983+0.1% |
| Admin fee / account holder | $40,351 | $11,867+240.0% | $9,502+324.7% | $11,250+258.7% |