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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 | $153,821 | $147,556+4.2% | $129,031+19.2% | $198,609-22.6% |
| Participation rate | 28.6% | 77.2%-48.7pp | 73.4%-44.8pp | 82.4%-53.8pp |
| Annual return | 18.49% | 37.41%-18.9pp | 34.67%-16.2pp | 202.70%-184.2pp |
| Employer contribution / active EE | $534 | $3,645-85.3% | $3,226-83.4% | $5,055-89.4% |
| Participant deferral / active EE | $6,714 | $5,760+16.6% | $5,217+28.7% | $6,977-3.8% |
| Admin fee / account holder | $1,790 | $15,467-88.4% | $13,208-86.4% | $19,030-90.6% |