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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 | $148,966 | $185,312-19.6% | $161,489-7.8% | $154,746-3.7% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.7%-38.7pp | 80.7%-40.7pp |
| Annual return | 12.33% | 103.84%-91.5pp | 89.72%-77.4pp | 172.34%-160.0pp |
| Employer contribution / active EE | $558 | $4,769-88.3% | $4,268-86.9% | $4,379-87.3% |
| Participant deferral / active EE | $4,858 | $6,350-23.5% | $5,630-13.7% | $6,730-27.8% |
| Admin fee / account holder | $2,128 | $18,654-88.6% | $16,006-86.7% | $14,365-85.2% |