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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 | $143,532 | $185,312-22.5% | $161,489-11.1% | $154,746-7.2% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 15.33% | 103.84%-88.5pp | 89.72%-74.4pp | 172.34%-157.0pp |
| Employer contribution / active EE | $797 | $4,769-83.3% | $4,268-81.3% | $4,379-81.8% |
| Participant deferral / active EE | $9,965 | $6,350+56.9% | $5,630+77.0% | $6,730+48.1% |
| Admin fee / account holder | $655 | $18,654-96.5% | $16,006-95.9% | $14,365-95.4% |