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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 | $148,002 | $135,956+8.9% | $123,894+19.5% | $273,972-46.0% |
| Participation rate | 53.3% | 84.1%-30.7pp | 81.4%-28.1pp | 83.0%-29.7pp |
| Annual return | 14.66% | 56.63%-42.0pp | 47.52%-32.9pp | 41.46%-26.8pp |
| Employer contribution / active EE | $522 | $5,170-89.9% | $4,617-88.7% | $4,869-89.3% |
| Participant deferral / active EE | $3,594 | $6,343-43.3% | $5,984-39.9% | $5,287-32.0% |
| Admin fee / account holder | $950 | $9,817-90.3% | $8,357-88.6% | $10,133-90.6% |