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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 | $130,813 | $178,174-26.6% | $156,181-16.2% | $137,256-4.7% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.8%-53.8pp | 80.0%-55.0pp |
| Annual return | 15.64% | 84.19%-68.5pp | 64.87%-49.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,911 | $6,888-57.7% | $6,132-52.5% | $6,407-54.6% |
| Admin fee / account holder | $1,106 | $17,404-93.6% | $14,586-92.4% | $12,270-91.0% |