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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 | $124,302 | $123,155+0.9% | $108,753+14.3% | $155,188-19.9% |
| Participation rate | 52.6% | 75.6%-23.0pp | 71.1%-18.5pp | 80.8%-28.2pp |
| Annual return | 18.32% | 44.73%-26.4pp | 37.47%-19.1pp | 148.84%-130.5pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,639 | $4,623+0.3% | $4,115+12.7% | $6,531-29.0% |
| Admin fee / account holder | $1,968 | $12,126-83.8% | $10,320-80.9% | $14,480-86.4% |