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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 | $159,468 | $110,337+44.5% | $102,383+55.8% | $145,877+9.3% |
| Participation rate | 36.4% | 77.9%-41.6pp | 74.5%-38.1pp | 80.3%-43.9pp |
| Annual return | 9.41% | 24.83%-15.4pp | 24.94%-15.5pp | 551.28%-541.9pp |
| Employer contribution / active EE | $779 | $4,216-81.5% | $3,870-79.9% | $4,663-83.3% |
| Participant deferral / active EE | $4,669 | $5,621-16.9% | $5,060-7.7% | $6,691-30.2% |
| Admin fee / account holder | $1,669 | $9,750-82.9% | $8,391-80.1% | $13,402-87.5% |