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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 | $151,611 | $161,352-6.0% | $134,172+13.0% | $137,256+10.5% |
| Participation rate | 14.3% | 78.3%-64.0pp | 72.5%-58.2pp | 80.0%-65.7pp |
| Annual return | 14.69% | 28.72%-14.0pp | 25.30%-10.6pp | 220.34%-205.6pp |
| Employer contribution / active EE | $643 | $4,099-84.3% | $3,420-81.2% | $4,156-84.5% |
| Participant deferral / active EE | $3,357 | $5,552-39.5% | $4,690-28.4% | $6,407-47.6% |
| Admin fee / account holder | $626 | $15,028-95.8% | $12,016-94.8% | $12,270-94.9% |