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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 | $172,111-11.3% | $150,298+1.6% | $137,256+11.3% |
| Participation rate | 27.3% | 81.7%-54.4pp | 77.8%-50.5pp | 80.0%-52.7pp |
| Annual return | 15.73% | 69.37%-53.6pp | 62.79%-47.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $608 | $4,636-86.9% | $4,154-85.4% | $4,156-85.4% |
| Participant deferral / active EE | $6,707 | $6,166+8.8% | $5,453+23.0% | $6,407+4.7% |
| Admin fee / account holder | $2,577 | $16,471-84.4% | $14,116-81.7% | $12,270-79.0% |