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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 | $139,922 | $172,111-18.7% | $150,298-6.9% | $137,256+1.9% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 21.81% | 69.37%-47.6pp | 62.79%-41.0pp | 220.34%-198.5pp |
| Employer contribution / active EE | $566 | $4,636-87.8% | $4,154-86.4% | $4,156-86.4% |
| Participant deferral / active EE | $6,271 | $6,166+1.7% | $5,453+15.0% | $6,407-2.1% |
| Admin fee / account holder | $1,115 | $16,471-93.2% | $14,116-92.1% | $12,270-90.9% |