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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 | $156,117 | $178,174-12.4% | $156,1810% | $137,256+13.7% |
| Participation rate | 38.9% | 82.0%-43.1pp | 78.8%-39.9pp | 80.0%-41.1pp |
| Annual return | 13.72% | 84.19%-70.5pp | 64.87%-51.2pp | 220.34%-206.6pp |
| Employer contribution / active EE | $911 | $4,972-81.7% | $4,294-78.8% | $4,156-78.1% |
| Participant deferral / active EE | $5,411 | $6,888-21.4% | $6,132-11.8% | $6,407-15.5% |
| Admin fee / account holder | $2,945 | $17,404-83.1% | $14,586-79.8% | $12,270-76.0% |