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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 | $181,062+0.3% | $158,223+14.8% | $155,188+17.0% |
| Participation rate | 52.6% | 82.7%-30.0pp | 79.2%-26.6pp | 80.8%-28.2pp |
| Annual return | 12.18% | 57.39%-45.2pp | 52.09%-39.9pp | 148.84%-136.7pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,394 | $6,134+4.2% | $5,467+17.0% | $6,531-2.1% |
| Admin fee / account holder | $1,237 | $18,825-93.4% | $16,047-92.3% | $14,480-91.5% |