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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 | $170,112 | $183,539-7.3% | $155,556+9.4% | $145,897+16.6% |
| Participation rate | 46.7% | 82.7%-36.0pp | 78.2%-31.6pp | 80.3%-33.6pp |
| Annual return | 9.95% | 61.31%-51.4pp | 64.84%-54.9pp | 552.29%-542.3pp |
| Employer contribution / active EE | $998 | $5,315-81.2% | $4,675-78.7% | $4,663-78.6% |
| Participant deferral / active EE | $3,995 | $6,467-38.2% | $5,631-29.1% | $6,689-40.3% |
| Admin fee / account holder | $8,843 | $19,275-54.1% | $15,885-44.3% | $13,390-34.0% |