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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 | $158,900 | $108,825+46.0% | $156,181+1.7% | $82,448+92.7% |
| Participation rate | 61.0% | 72.4%-11.4pp | 78.8%-17.9pp | 68.1%-7.1pp |
| Annual return | 14.91% | 20.59%-5.7pp | 64.87%-50.0pp | 41.64%-26.7pp |
| Employer contribution / active EE | $753 | $2,870-73.8% | $4,294-82.5% | $2,551-70.5% |
| Participant deferral / active EE | $6,836 | $4,577+49.4% | $6,132+11.5% | $4,139+65.2% |
| Admin fee / account holder | $9,507 | $9,341+1.8% | $14,586-34.8% | $7,234+31.4% |