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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 | $168,399 | $183,592-8.3% | $155,574+8.2% | $145,877+15.4% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 9.43% | 61.37%-51.9pp | 64.87%-55.4pp | 551.28%-541.9pp |
| Employer contribution / active EE | $397 | $5,317-92.5% | $4,676-91.5% | $4,663-91.5% |
| Participant deferral / active EE | $4,880 | $6,466-24.5% | $5,629-13.3% | $6,691-27.1% |
| Admin fee / account holder | $7,868 | $19,316-59.3% | $15,914-50.6% | $13,402-41.3% |