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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 | $172,111-16.6% | $150,298-4.5% | $137,256+4.5% |
| Participation rate | 58.3% | 81.7%-23.4pp | 77.8%-19.4pp | 80.0%-21.6pp |
| Annual return | 17.10% | 69.37%-52.3pp | 62.79%-45.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $773 | $4,636-83.3% | $4,154-81.4% | $4,156-81.4% |
| Participant deferral / active EE | $5,937 | $6,166-3.7% | $5,453+8.9% | $6,407-7.3% |
| Admin fee / account holder | $6,259 | $16,471-62.0% | $14,116-55.7% | $12,270-49.0% |