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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 | $158,179 | $174,379-9.3% | $152,093+4.0% | $138,895+13.9% |
| Participation rate | 20.0% | 81.6%-61.6pp | 77.8%-57.8pp | 79.9%-59.9pp |
| Annual return | 15.07% | 74.86%-59.8pp | 66.36%-51.3pp | 145.39%-130.3pp |
| Employer contribution / active EE | $570 | $4,652-87.7% | $4,175-86.3% | $4,194-86.4% |
| Participant deferral / active EE | $1,903 | $6,159-69.1% | $5,451-65.1% | $6,396-70.2% |
| Admin fee / account holder | $2,534 | $16,880-85.0% | $14,497-82.5% | $12,562-79.8% |