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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 | $153,803 | $201,344-23.6% | $184,243-16.5% | $145,877+5.4% |
| Participation rate | 53.3% | 87.5%-34.2pp | 86.8%-33.5pp | 80.3%-27.0pp |
| Annual return | 14.13% | 29.01%-14.9pp | 28.82%-14.7pp | 551.28%-537.2pp |
| Employer contribution / active EE | $1,000 | $7,022-85.8% | $6,427-84.4% | $4,663-78.5% |
| Participant deferral / active EE | $4,387 | $9,807-55.3% | $9,132-52.0% | $6,691-34.4% |
| Admin fee / account holder | $2,594 | $16,382-84.2% | $13,914-81.4% | $13,402-80.6% |