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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 | $156,398-5.6% | $147,318+0.2% | $138,895+6.2% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 79.9%-39.9pp |
| Annual return | 17.39% | 78.75%-61.4pp | 70.43%-53.0pp | 145.39%-128.0pp |
| Employer contribution / active EE | $800 | $4,853-83.5% | $4,593-82.6% | $4,194-80.9% |
| Participant deferral / active EE | $5,865 | $8,237-28.8% | $7,906-25.8% | $6,396-8.3% |
| Admin fee / account holder | $1,265 | $14,976-91.6% | $13,708-90.8% | $12,562-89.9% |