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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 | $143,475 | $185,312-22.6% | $161,489-11.2% | $154,746-7.3% |
| Participation rate | 58.3% | 82.5%-24.1pp | 78.7%-20.4pp | 80.7%-22.4pp |
| Annual return | 17.10% | 103.84%-86.7pp | 89.72%-72.6pp | 172.34%-155.2pp |
| Employer contribution / active EE | $773 | $4,769-83.8% | $4,268-81.9% | $4,379-82.3% |
| Participant deferral / active EE | $5,937 | $6,350-6.5% | $5,630+5.5% | $6,730-11.8% |
| Admin fee / account holder | $6,259 | $18,654-66.4% | $16,006-60.9% | $14,365-56.4% |