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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 | $145,949 | $154,228-5.4% | $145,433+0.4% | $137,256+6.3% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.3pp | 80.0%-37.1pp |
| Annual return | 19.33% | 74.59%-55.3pp | 66.58%-47.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $727 | $4,804-84.9% | $4,554-84.0% | $4,156-82.5% |
| Participant deferral / active EE | $4,316 | $8,216-47.5% | $7,897-45.3% | $6,407-32.6% |
| Admin fee / account holder | $1,418 | $14,344-90.1% | $13,129-89.2% | $12,270-88.4% |