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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 | $174,379-4.9% | $152,093+9.0% | $138,895+19.3% |
| Participation rate | 46.2% | 81.6%-35.5pp | 77.8%-31.6pp | 79.9%-33.8pp |
| Annual return | 15.01% | 74.86%-59.8pp | 66.36%-51.3pp | 145.39%-130.4pp |
| Employer contribution / active EE | $606 | $4,652-87.0% | $4,175-85.5% | $4,194-85.5% |
| Participant deferral / active EE | $1,929 | $6,159-68.7% | $5,451-64.6% | $6,396-69.8% |
| Admin fee / account holder | $2,098 | $16,880-87.6% | $14,497-85.5% | $12,562-83.3% |