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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 | $165,768 | $181,062-8.4% | $158,223+4.8% | $155,188+6.8% |
| Participation rate | 46.2% | 82.7%-36.5pp | 79.2%-33.0pp | 80.8%-34.6pp |
| Annual return | 15.01% | 57.39%-42.4pp | 52.09%-37.1pp | 148.84%-133.8pp |
| Employer contribution / active EE | $606 | $4,565-86.7% | $4,109-85.2% | $4,248-85.7% |
| Participant deferral / active EE | $1,929 | $6,134-68.6% | $5,467-64.7% | $6,531-70.5% |
| Admin fee / account holder | $2,098 | $18,825-88.9% | $16,047-86.9% | $14,480-85.5% |