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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 | $153,914 | $183,592-16.2% | $155,567-1.1% | $145,959+5.5% |
| Participation rate | 35.7% | 82.7%-47.0pp | 78.2%-42.5pp | 80.3%-44.6pp |
| Annual return | 10.28% | 61.24%-51.0pp | 64.74%-54.5pp | 561.95%-551.7pp |
| Employer contribution / active EE | $911 | $5,315-82.9% | $4,674-80.5% | $4,661-80.5% |
| Participant deferral / active EE | $6,073 | $6,464-6.1% | $5,628+7.9% | $6,689-9.2% |
| Admin fee / account holder | $1,529 | $19,318-92.1% | $15,916-90.4% | $13,398-88.6% |