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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 | $157,296 | $185,312-15.1% | $161,489-2.6% | $154,746+1.6% |
| Participation rate | 68.8% | 82.5%-13.7pp | 78.7%-9.9pp | 80.7%-12.0pp |
| Annual return | 16.83% | 103.84%-87.0pp | 89.72%-72.9pp | 172.34%-155.5pp |
| Employer contribution / active EE | $767 | $4,769-83.9% | $4,268-82.0% | $4,379-82.5% |
| Participant deferral / active EE | $3,287 | $6,350-48.2% | $5,630-41.6% | $6,730-51.2% |
| Admin fee / account holder | $769 | $18,654-95.9% | $16,006-95.2% | $14,365-94.7% |