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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 | $153,439 | $183,627-16.4% | $155,602-1.4% | $145,978+5.1% |
| Participation rate | 26.3% | 82.7%-56.4pp | 78.2%-51.9pp | 80.3%-54.0pp |
| Annual return | 12.13% | 61.32%-49.2pp | 64.81%-52.7pp | 550.52%-538.4pp |
| Employer contribution / active EE | $838 | $5,316-84.2% | $4,675-82.1% | $4,662-82.0% |
| Participant deferral / active EE | $3,491 | $6,466-46.0% | $5,629-38.0% | $6,690-47.8% |
| Admin fee / account holder | $2,172 | $19,327-88.8% | $15,923-86.4% | $13,400-83.8% |