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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 | $151,011 | $227,399-33.6% | $189,758-20.4% | $198,609-24.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 10.79% | 61.03%-50.2pp | 52.62%-41.8pp | 202.70%-191.9pp |
| Employer contribution / active EE | $1,275 | $5,526-76.9% | $4,767-73.2% | $5,055-74.8% |
| Participant deferral / active EE | $7,334 | $6,837+7.3% | $5,856+25.2% | $6,977+5.1% |
| Admin fee / account holder | $2,598 | $25,162-89.7% | $20,388-87.3% | $19,030-86.3% |