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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 | $153,392 | $165,381-7.2% | $149,730+2.4% | $158,966-3.5% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 9.38% | 348.29%-338.9pp | 276.70%-267.3pp | 302.95%-293.6pp |
| Employer contribution / active EE | $717 | $5,104-86.0% | $4,645-84.6% | $4,762-84.9% |
| Participant deferral / active EE | $2,520 | $7,182-64.9% | $6,843-63.2% | $5,983-57.9% |
| Admin fee / account holder | $2,280 | $10,809-78.9% | $9,310-75.5% | $11,250-79.7% |