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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 | $189,181 | $227,399-16.8% | $189,758-0.3% | $198,609-4.7% |
| Participation rate | 47.4% | 84.0%-36.6pp | 79.8%-32.4pp | 82.4%-35.0pp |
| Annual return | 15.62% | 61.03%-45.4pp | 52.62%-37.0pp | 202.70%-187.1pp |
| Employer contribution / active EE | $1,338 | $5,526-75.8% | $4,767-71.9% | $5,055-73.5% |
| Participant deferral / active EE | $6,161 | $6,837-9.9% | $5,856+5.2% | $6,977-11.7% |
| Admin fee / account holder | $1,401 | $25,162-94.4% | $20,388-93.1% | $19,030-92.6% |