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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 | $125,143 | $232,540-46.2% | $185,117-32.4% | $147,586-15.2% |
| Participation rate | 45.8% | 82.4%-36.5pp | 77.3%-31.4pp | 82.8%-37.0pp |
| Annual return | 11.66% | 43.03%-31.4pp | 40.50%-28.8pp | 578.59%-566.9pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,681 | $5,834-71.2% | $5,045-66.7% | $5,439-69.1% |
| Admin fee / account holder | $2,416 | $10,275-76.5% | $8,159-70.4% | $10,886-77.8% |