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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 | $151,118 | $154,228-2.0% | $145,433+3.9% | $137,256+10.1% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 15.47% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $759 | $4,804-84.2% | $4,554-83.3% | $4,156-81.7% |
| Participant deferral / active EE | $2,746 | $8,216-66.6% | $7,897-65.2% | $6,407-57.1% |
| Admin fee / account holder | $2,552 | $14,344-82.2% | $13,129-80.6% | $12,270-79.2% |