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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 | $153,480 | $152,612+0.6% | $125,192+22.6% | $152,897+0.4% |
| Participation rate | 42.1% | 83.3%-41.2pp | 79.8%-37.7pp | 82.5%-40.3pp |
| Annual return | 30.19% | 54.85%-24.7pp | 43.79%-13.6pp | 345.43%-315.2pp |
| Employer contribution / active EE | $666 | $4,947-86.5% | $3,866-82.8% | $4,764-86.0% |
| Participant deferral / active EE | $3,804 | $5,868-35.2% | $4,937-23.0% | $5,851-35.0% |
| Admin fee / account holder | $345 | $13,437-97.4% | $9,704-96.4% | $11,599-97.0% |