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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 | $151,068 | $154,228-2.0% | $145,433+3.9% | $137,256+10.1% |
| Participation rate | 18.2% | 83.8%-65.6pp | 82.1%-63.9pp | 80.0%-61.8pp |
| Annual return | 17.08% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $268 | $4,804-94.4% | $4,554-94.1% | $4,156-93.5% |
| Participant deferral / active EE | $2,988 | $8,216-63.6% | $7,897-62.2% | $6,407-53.4% |
| Admin fee / account holder | $5,920 | $14,344-58.7% | $13,129-54.9% | $12,270-51.8% |