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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 | $130,468 | $184,014-29.1% | $161,149-19.0% | $138,895-6.1% |
| Participation rate | 61.5% | 82.1%-20.5pp | 78.8%-17.3pp | 79.9%-18.4pp |
| Annual return | 16.22% | 21.52%-5.3pp | 21.16%-4.9pp | 145.39%-129.2pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,272 | $6,909-67.1% | $6,153-63.1% | $6,396-64.5% |
| Admin fee / account holder | $2,928 | $18,027-83.8% | $15,194-80.7% | $12,562-76.7% |