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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 | $153,898 | $185,312-17.0% | $161,489-4.7% | $154,746-0.5% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 16.33% | 103.84%-87.5pp | 89.72%-73.4pp | 172.34%-156.0pp |
| Employer contribution / active EE | $743 | $4,769-84.4% | $4,268-82.6% | $4,379-83.0% |
| Participant deferral / active EE | $9,267 | $6,350+45.9% | $5,630+64.6% | $6,730+37.7% |
| Admin fee / account holder | $1,244 | $18,654-93.3% | $16,006-92.2% | $14,365-91.3% |