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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 | $181,778 | $254,759-28.6% | $216,567-16.1% | $198,609-8.5% |
| Participation rate | 40.0% | 84.5%-44.5pp | 81.6%-41.6pp | 82.4%-42.4pp |
| Annual return | 37.71% | 10.04%+27.7pp | 12.94%+24.8pp | 202.70%-165.0pp |
| Employer contribution / active EE | $1,376 | $6,096-77.4% | $5,216-73.6% | $5,055-72.8% |
| Participant deferral / active EE | $6,859 | $6,948-1.3% | $6,191+10.8% | $6,977-1.7% |
| Admin fee / account holder | $14,967 | $26,311-43.1% | $21,981-31.9% | $19,030-21.4% |