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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 | $161,017 | $185,312-13.1% | $161,489-0.3% | $154,746+4.1% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.7%-38.7pp | 80.7%-40.7pp |
| Annual return | 13.71% | 103.84%-90.1pp | 89.72%-76.0pp | 172.34%-158.6pp |
| Employer contribution / active EE | -$1,595 | $4,769-133.4% | $4,268-137.4% | $4,379-136.4% |
| Participant deferral / active EE | $2,100 | $6,350-66.9% | $5,630-62.7% | $6,730-68.8% |
| Admin fee / account holder | $2,675 | $18,654-85.7% | $16,006-83.3% | $14,365-81.4% |