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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 | $130,217 | $127,386+2.2% | $115,037+13.2% | $125,388+3.9% |
| Participation rate | 47.1% | 84.2%-37.1pp | 81.4%-34.3pp | 83.2%-36.1pp |
| Annual return | 0.02% | 31.28%-31.3pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,639 | $6,423-12.2% | $6,026-6.4% | $5,352+5.4% |
| Admin fee / account holder | $544 | $9,516-94.3% | $8,175-93.3% | $9,541-94.3% |