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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 | $164,022 | $174,379-5.9% | $152,093+7.8% | $138,895+18.1% |
| Participation rate | 35.7% | 81.6%-45.9pp | 77.8%-42.1pp | 79.9%-44.2pp |
| Annual return | 19.55% | 74.86%-55.3pp | 66.36%-46.8pp | 145.39%-125.8pp |
| Employer contribution / active EE | $647 | $4,652-86.1% | $4,175-84.5% | $4,194-84.6% |
| Participant deferral / active EE | $4,562 | $6,159-25.9% | $5,451-16.3% | $6,396-28.7% |
| Admin fee / account holder | $6,813 | $16,880-59.6% | $14,497-53.0% | $12,562-45.8% |