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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 | $145,157 | $183,539-20.9% | $155,556-6.7% | $145,897-0.5% |
| Participation rate | 46.2% | 82.7%-36.6pp | 78.2%-32.1pp | 80.3%-34.2pp |
| Annual return | 23.40% | 61.31%-37.9pp | 64.84%-41.4pp | 552.29%-528.9pp |
| Employer contribution / active EE | $874 | $5,315-83.6% | $4,675-81.3% | $4,663-81.2% |
| Participant deferral / active EE | $1,951 | $6,467-69.8% | $5,631-65.4% | $6,689-70.8% |
| Admin fee / account holder | $3,083 | $19,275-84.0% | $15,885-80.6% | $13,390-77.0% |