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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 | $181,062-13.1% | $158,223-0.6% | $155,188+1.4% |
| Participation rate | 68.8% | 82.7%-13.9pp | 79.2%-10.5pp | 80.8%-12.1pp |
| Annual return | 16.83% | 57.39%-40.6pp | 52.09%-35.3pp | 148.84%-132.0pp |
| Employer contribution / active EE | $767 | $4,565-83.2% | $4,109-81.3% | $4,248-81.9% |
| Participant deferral / active EE | $3,287 | $6,134-46.4% | $5,467-39.9% | $6,531-49.7% |
| Admin fee / account holder | $769 | $18,825-95.9% | $16,047-95.2% | $14,480-94.7% |