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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 | $148,665 | $185,312-19.8% | $161,489-7.9% | $154,746-3.9% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.7%-38.7pp | 80.7%-40.7pp |
| Annual return | 15.15% | 103.84%-88.7pp | 89.72%-74.6pp | 172.34%-157.2pp |
| Employer contribution / active EE | $217 | $4,769-95.5% | $4,268-94.9% | $4,379-95.1% |
| Participant deferral / active EE | $6,660 | $6,350+4.9% | $5,630+18.3% | $6,730-1.0% |
| Admin fee / account holder | $378 | $18,654-98.0% | $16,006-97.6% | $14,365-97.4% |