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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 | $136,860+10.3% | $120,344+25.4% | $154,746-2.5% |
| Participation rate | 27.3% | 79.9%-52.6pp | 76.7%-49.4pp | 80.7%-53.4pp |
| Annual return | 17.79% | 21.38%-3.6pp | 20.30%-2.5pp | 172.34%-154.5pp |
| Employer contribution / active EE | $814 | $3,533-77.0% | $3,020-73.1% | $4,379-81.4% |
| Participant deferral / active EE | $4,578 | $5,793-21.0% | $5,135-10.8% | $6,730-32.0% |
| Admin fee / account holder | $1,226 | $15,393-92.0% | $12,742-90.4% | $14,365-91.5% |