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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 | $172,111-6.4% | $150,298+7.1% | $137,256+17.3% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 13.71% | 69.37%-55.7pp | 62.79%-49.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | -$1,595 | $4,636-134.4% | $4,154-138.4% | $4,156-138.4% |
| Participant deferral / active EE | $2,100 | $6,166-65.9% | $5,453-61.5% | $6,407-67.2% |
| Admin fee / account holder | $2,675 | $16,471-83.8% | $14,116-81.1% | $12,270-78.2% |