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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 | $152,725 | $185,312-17.6% | $161,489-5.4% | $154,746-1.3% |
| Participation rate | 27.3% | 82.5%-55.2pp | 78.7%-51.4pp | 80.7%-53.4pp |
| Annual return | 15.73% | 103.84%-88.1pp | 89.72%-74.0pp | 172.34%-156.6pp |
| Employer contribution / active EE | $608 | $4,769-87.2% | $4,268-85.8% | $4,379-86.1% |
| Participant deferral / active EE | $6,707 | $6,350+5.6% | $5,630+19.1% | $6,730-0.3% |
| Admin fee / account holder | $2,577 | $18,654-86.2% | $16,006-83.9% | $14,365-82.1% |