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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 | $164,974 | $183,592-10.1% | $155,567+6.0% | $145,959+13.0% |
| Participation rate | 44.4% | 82.7%-38.2pp | 78.2%-33.8pp | 80.3%-35.8pp |
| Annual return | 9.55% | 61.24%-51.7pp | 64.74%-55.2pp | 561.95%-552.4pp |
| Employer contribution / active EE | $156 | $5,315-97.1% | $4,674-96.7% | $4,661-96.7% |
| Participant deferral / active EE | $2,007 | $6,464-68.9% | $5,628-64.3% | $6,689-70.0% |
| Admin fee / account holder | $940 | $19,318-95.1% | $15,916-94.1% | $13,398-93.0% |