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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 | $160,794 | $124,425+29.2% | $112,040+43.5% | $137,256+17.1% |
| Participation rate | 25.0% | 79.3%-54.3pp | 76.5%-51.5pp | 80.0%-55.0pp |
| Annual return | 16.78% | 24.72%-7.9pp | 24.52%-7.7pp | 220.34%-203.6pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,362 | $5,718-58.7% | $5,098-53.7% | $6,407-63.1% |
| Admin fee / account holder | $1,407 | $15,207-90.8% | $12,098-88.4% | $12,270-88.5% |