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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 | $160,307 | $123,155+30.2% | $108,753+47.4% | $155,188+3.3% |
| Participation rate | 43.8% | 75.6%-31.9pp | 71.1%-27.3pp | 80.8%-37.1pp |
| Annual return | 16.06% | 44.73%-28.7pp | 37.47%-21.4pp | 148.84%-132.8pp |
| Employer contribution / active EE | $306 | $2,811-89.1% | $2,427-87.4% | $4,248-92.8% |
| Participant deferral / active EE | $1,388 | $4,623-70.0% | $4,115-66.3% | $6,531-78.7% |
| Admin fee / account holder | $1,481 | $12,126-87.8% | $10,320-85.7% | $14,480-89.8% |