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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 | $150,899 | $126,661+19.1% | $113,397+33.1% | $138,895+8.6% |
| Participation rate | 27.3% | 79.4%-52.2pp | 76.5%-49.2pp | 79.9%-52.6pp |
| Annual return | 17.79% | 25.05%-7.3pp | 23.20%-5.4pp | 145.39%-127.6pp |
| Employer contribution / active EE | $814 | $3,456-76.5% | $2,977-72.7% | $4,194-80.6% |
| Participant deferral / active EE | $4,578 | $5,693-19.6% | $5,076-9.8% | $6,396-28.4% |
| Admin fee / account holder | $1,226 | $14,549-91.6% | $11,957-89.7% | $12,562-90.2% |