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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 | $155,142 | $172,111-9.9% | $150,298+3.2% | $137,256+13.0% |
| Participation rate | 25.0% | 81.7%-56.7pp | 77.8%-52.8pp | 80.0%-55.0pp |
| Annual return | 21.04% | 69.37%-48.3pp | 62.79%-41.7pp | 220.34%-199.3pp |
| Employer contribution / active EE | $539 | $4,636-88.4% | $4,154-87.0% | $4,156-87.0% |
| Participant deferral / active EE | $2,356 | $6,166-61.8% | $5,453-56.8% | $6,407-63.2% |
| Admin fee / account holder | $940 | $16,471-94.3% | $14,116-93.3% | $12,270-92.3% |