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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 | $147,574 | $154,228-4.3% | $145,433+1.5% | $137,256+7.5% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 17.39% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $800 | $4,804-83.3% | $4,554-82.4% | $4,156-80.7% |
| Participant deferral / active EE | $5,865 | $8,216-28.6% | $7,897-25.7% | $6,407-8.5% |
| Admin fee / account holder | $1,265 | $14,344-91.2% | $13,129-90.4% | $12,270-89.7% |