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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 | $171,422 | $185,883-7.8% | $170,043+0.8% | $139,466+22.9% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 27.61% | 60.54%-32.9pp | 53.40%-25.8pp | 373.66%-346.1pp |
| Employer contribution / active EE | $1,162 | $7,596-84.7% | $6,790-82.9% | $4,754-75.6% |
| Participant deferral / active EE | $6,672 | $11,626-42.6% | $10,410-35.9% | $6,712-0.6% |
| Admin fee / account holder | $1,170 | $15,393-92.4% | $12,824-90.9% | $11,409-89.7% |