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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 | $163,596 | $209,336-21.8% | $197,124-17.0% | $137,256+19.2% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 19.70% | 48.09%-28.4pp | 44.34%-24.6pp | 220.34%-200.6pp |
| Employer contribution / active EE | $991 | $6,591-85.0% | $6,227-84.1% | $4,156-76.2% |
| Participant deferral / active EE | $7,920 | $9,614-17.6% | $9,135-13.3% | $6,407+23.6% |
| Admin fee / account holder | $4,983 | $17,308-71.2% | $16,298-69.4% | $12,270-59.4% |