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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 | $182,326 | $212,386-14.2% | $199,883-8.8% | $138,895+31.3% |
| Participation rate | 36.4% | 87.4%-51.0pp | 86.8%-50.4pp | 79.9%-43.6pp |
| Annual return | 16.32% | 47.75%-31.4pp | 43.81%-27.5pp | 145.39%-129.1pp |
| Employer contribution / active EE | $275 | $6,625-95.9% | $6,261-95.6% | $4,194-93.5% |
| Participant deferral / active EE | $6,241 | $9,617-35.1% | $9,138-31.7% | $6,396-2.4% |
| Admin fee / account holder | $803 | $18,233-95.6% | $17,268-95.3% | $12,562-93.6% |