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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 | $146,295 | $178,174-17.9% | $156,181-6.3% | $137,256+6.6% |
| Participation rate | 68.4% | 82.0%-13.6pp | 78.8%-10.4pp | 80.0%-11.5pp |
| Annual return | 16.59% | 84.19%-67.6pp | 64.87%-48.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $525 | $4,972-89.4% | $4,294-87.8% | $4,156-87.4% |
| Participant deferral / active EE | $6,796 | $6,888-1.3% | $6,132+10.8% | $6,407+6.1% |
| Admin fee / account holder | $3,058 | $17,404-82.4% | $14,586-79.0% | $12,270-75.1% |