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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 | $144,699 | $185,312-21.9% | $161,489-10.4% | $154,746-6.5% |
| Participation rate | 64.3% | 82.5%-18.2pp | 78.7%-14.4pp | 80.7%-16.4pp |
| Annual return | 13.64% | 103.84%-90.2pp | 89.72%-76.1pp | 172.34%-158.7pp |
| Employer contribution / active EE | $736 | $4,769-84.6% | $4,268-82.7% | $4,379-83.2% |
| Participant deferral / active EE | $4,199 | $6,350-33.9% | $5,630-25.4% | $6,730-37.6% |
| Admin fee / account holder | $2,519 | $18,654-86.5% | $16,006-84.3% | $14,365-82.5% |