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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 | $151,970 | $157,829-3.7% | $136,867+11.0% | $198,609-23.5% |
| Participation rate | 52.4% | 77.2%-24.8pp | 74.5%-22.2pp | 82.4%-30.0pp |
| Annual return | 11.70% | 51.25%-39.6pp | 42.97%-31.3pp | 202.70%-191.0pp |
| Employer contribution / active EE | $737 | $3,923-81.2% | $3,547-79.2% | $5,055-85.4% |
| Participant deferral / active EE | $4,053 | $5,463-25.8% | $4,924-17.7% | $6,977-41.9% |
| Admin fee / account holder | $9,938 | $11,107-10.5% | $10,340-3.9% | $19,030-47.8% |