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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 | $145,601 | $165,399-12.0% | $149,745-2.8% | $158,982-8.4% |
| Participation rate | 64.7% | 84.6%-19.9pp | 82.5%-17.8pp | 82.0%-17.3pp |
| Annual return | 22.44% | 348.34%-325.9pp | 276.72%-254.3pp | 302.99%-280.5pp |
| Employer contribution / active EE | $847 | $5,105-83.4% | $4,646-81.8% | $4,763-82.2% |
| Participant deferral / active EE | $5,852 | $7,183-18.5% | $6,843-14.5% | $5,983-2.2% |
| Admin fee / account holder | $5,852 | $10,811-45.9% | $9,312-37.2% | $11,252-48.0% |