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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 | $143,952 | $156,398-8.0% | $147,318-2.3% | $138,895+3.6% |
| Participation rate | 16.7% | 83.8%-67.1pp | 82.1%-65.4pp | 79.9%-63.3pp |
| Annual return | 17.09% | 78.75%-61.7pp | 70.43%-53.3pp | 145.39%-128.3pp |
| Employer contribution / active EE | $600 | $4,853-87.6% | $4,593-86.9% | $4,194-85.7% |
| Participant deferral / active EE | $3,000 | $8,237-63.6% | $7,906-62.1% | $6,396-53.1% |
| Admin fee / account holder | $548 | $14,976-96.3% | $13,708-96.0% | $12,562-95.6% |