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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 | $227,399-30.8% | $189,758-17.1% | $198,609-20.8% |
| Participation rate | 68.8% | 84.0%-15.3pp | 79.8%-11.0pp | 82.4%-13.6pp |
| Annual return | 16.83% | 61.03%-44.2pp | 52.62%-35.8pp | 202.70%-185.9pp |
| Employer contribution / active EE | $767 | $5,526-86.1% | $4,767-83.9% | $5,055-84.8% |
| Participant deferral / active EE | $3,287 | $6,837-51.9% | $5,856-43.9% | $6,977-52.9% |
| Admin fee / account holder | $769 | $25,162-96.9% | $20,388-96.2% | $19,030-96.0% |