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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 | $172,111-15.9% | $150,298-3.7% | $137,256+5.4% |
| Participation rate | 64.3% | 81.7%-17.4pp | 77.8%-13.5pp | 80.0%-15.7pp |
| Annual return | 13.64% | 69.37%-55.7pp | 62.79%-49.1pp | 220.34%-206.7pp |
| Employer contribution / active EE | $736 | $4,636-84.1% | $4,154-82.3% | $4,156-82.3% |
| Participant deferral / active EE | $4,199 | $6,166-31.9% | $5,453-23.0% | $6,407-34.5% |
| Admin fee / account holder | $2,519 | $16,471-84.7% | $14,116-82.2% | $12,270-79.5% |