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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 | $181,462 | $212,386-14.6% | $199,883-9.2% | $138,895+30.6% |
| Participation rate | 62.5% | 87.4%-24.9pp | 86.8%-24.3pp | 79.9%-17.4pp |
| Annual return | 13.90% | 47.75%-33.8pp | 43.81%-29.9pp | 145.39%-131.5pp |
| Employer contribution / active EE | $748 | $6,625-88.7% | $6,261-88.0% | $4,194-82.2% |
| Participant deferral / active EE | $4,544 | $9,617-52.8% | $9,138-50.3% | $6,396-29.0% |
| Admin fee / account holder | $5,972 | $18,233-67.2% | $17,268-65.4% | $12,562-52.5% |