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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 | $137,965 | $181,896-24.2% | $156,551-11.9% | $273,972-49.6% |
| Participation rate | 69.6% | 88.4%-18.8pp | 84.0%-14.4pp | 83.0%-13.5pp |
| Annual return | 4.98% | 30.74%-25.8pp | 32.23%-27.2pp | 41.46%-36.5pp |
| Employer contribution / active EE | $1,093 | $6,248-82.5% | $5,501-80.1% | $4,869-77.5% |
| Participant deferral / active EE | $3,847 | $5,550-30.7% | $4,871-21.0% | $5,287-27.2% |
| Admin fee / account holder | $1,044 | $15,560-93.3% | $13,028-92.0% | $10,133-89.7% |