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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 | $181,599 | $185,312-2.0% | $161,489+12.5% | $154,746+17.4% |
| Participation rate | 52.6% | 82.5%-29.8pp | 78.7%-26.1pp | 80.7%-28.1pp |
| Annual return | 12.18% | 103.84%-91.7pp | 89.72%-77.5pp | 172.34%-160.2pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,394 | $6,350+0.7% | $5,630+13.6% | $6,730-5.0% |
| Admin fee / account holder | $1,237 | $18,654-93.4% | $16,006-92.3% | $14,365-91.4% |