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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 | $110,840 | $135,956-18.5% | $123,894-10.5% | $273,972-59.5% |
| Participation rate | 40.0% | 84.1%-44.1pp | 81.4%-41.4pp | 83.0%-43.0pp |
| Annual return | 8.86% | 56.63%-47.8pp | 47.52%-38.7pp | 41.46%-32.6pp |
| Employer contribution / active EE | $432 | $5,170-91.6% | $4,617-90.6% | $4,869-91.1% |
| Participant deferral / active EE | $3,790 | $6,343-40.2% | $5,984-36.7% | $5,287-28.3% |
| Admin fee / account holder | $638 | $9,817-93.5% | $8,357-92.4% | $10,133-93.7% |