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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 | $164,800 | $197,625-16.6% | $177,840-7.3% | $158,966+3.7% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.7%-54.4pp | 82.0%-48.6pp |
| Annual return | 22.76% | 58.76%-36.0pp | 48.32%-25.6pp | 302.95%-280.2pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,667 | $8,405+3.1% | $7,714+12.4% | $5,983+44.9% |
| Admin fee / account holder | $770 | $15,405-95.0% | $12,431-93.8% | $11,250-93.2% |