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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 | $168,441 | $196,972-14.5% | $182,262-7.6% | $198,609-15.2% |
| Participation rate | 62.5% | 85.7%-23.2pp | 84.2%-21.7pp | 82.4%-19.9pp |
| Annual return | 12.60% | 158.27%-145.7pp | 140.60%-128.0pp | 202.70%-190.1pp |
| Employer contribution / active EE | $613 | $5,364-88.6% | $5,046-87.8% | $5,055-87.9% |
| Participant deferral / active EE | $8,400 | $8,643-2.8% | $8,276+1.5% | $6,977+20.4% |
| Admin fee / account holder | $2,253 | $18,429-87.8% | $16,712-86.5% | $19,030-88.2% |