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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 | $156,579 | $211,105-25.8% | $178,449-12.3% | $145,978+7.3% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 17.02% | 30.19%-13.2pp | 27.09%-10.1pp | 550.52%-533.5pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $3,951-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,829 | $6,959+26.9% | $6,277+40.7% | $6,690+32.0% |
| Admin fee / account holder | $3,301 | $12,017-72.5% | $10,362-68.1% | $13,400-75.4% |