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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 | $228,913 | $155,555+47.2% | $146,866+55.9% | $155,188+47.5% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.5%-42.5pp | 80.8%-40.8pp |
| Annual return | 14.54% | 115.41%-100.9pp | 102.85%-88.3pp | 148.84%-134.3pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,975 | $8,044-25.7% | $7,759-23.0% | $6,531-8.5% |
| Admin fee / account holder | $1,198 | $14,755-91.9% | $13,620-91.2% | $14,480-91.7% |