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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 | $169,135 | $183,539-7.8% | $155,556+8.7% | $145,897+15.9% |
| Participation rate | 55.6% | 82.7%-27.2pp | 78.2%-22.7pp | 80.3%-24.8pp |
| Annual return | 16.99% | 61.31%-44.3pp | 64.84%-47.8pp | 552.29%-535.3pp |
| Employer contribution / active EE | $710 | $5,315-86.6% | $4,675-84.8% | $4,663-84.8% |
| Participant deferral / active EE | $2,991 | $6,467-53.8% | $5,631-46.9% | $6,689-55.3% |
| Admin fee / account holder | $4,015 | $19,275-79.2% | $15,885-74.7% | $13,390-70.0% |