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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 | $138,067 | $172,111-19.8% | $150,298-8.1% | $137,256+0.6% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 15.42% | 69.37%-53.9pp | 62.79%-47.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $693 | $4,636-85.0% | $4,154-83.3% | $4,156-83.3% |
| Participant deferral / active EE | $4,995 | $6,166-19.0% | $5,453-8.4% | $6,407-22.0% |
| Admin fee / account holder | $1,852 | $16,471-88.8% | $14,116-86.9% | $12,270-84.9% |