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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 | $153,436 | $153,769-0.2% | $133,975+14.5% | $273,972-44.0% |
| Participation rate | 63.6% | 88.4%-24.7pp | 87.1%-23.4pp | 83.0%-19.4pp |
| Annual return | 5.99% | 36.51%-30.5pp | 29.29%-23.3pp | 41.46%-35.5pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $13,842 | $6,958+98.9% | $6,282+120.3% | $5,287+161.8% |
| Admin fee / account holder | $1,515 | $11,765-87.1% | $9,324-83.8% | $10,133-85.1% |