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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 | $160,343 | $165,361-3.0% | $149,715+7.1% | $158,950+0.9% |
| Participation rate | 54.5% | 84.6%-30.0pp | 82.5%-27.9pp | 82.0%-27.4pp |
| Annual return | 13.55% | 348.24%-334.7pp | 276.66%-263.1pp | 302.91%-289.4pp |
| Employer contribution / active EE | $330 | $5,103-93.5% | $4,645-92.9% | $4,762-93.1% |
| Participant deferral / active EE | $3,977 | $7,182-44.6% | $6,842-41.9% | $5,983-33.5% |
| Admin fee / account holder | $1,038 | $10,808-90.4% | $9,310-88.9% | $11,248-90.8% |