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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 | $121,585 | $199,109-38.9% | $173,730-30.0% | $154,746-21.4% |
| Participation rate | 35.3% | 82.8%-47.5pp | 79.6%-44.3pp | 80.7%-45.4pp |
| Annual return | 13.60% | 20.02%-6.4pp | 19.96%-6.4pp | 172.34%-158.7pp |
| Employer contribution / active EE | $573 | $5,311-89.2% | $4,577-87.5% | $4,379-86.9% |
| Participant deferral / active EE | $4,322 | $7,113-39.2% | $6,326-31.7% | $6,730-35.8% |
| Admin fee / account holder | $2,718 | $20,916-87.0% | $17,523-84.5% | $14,365-81.1% |