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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 | $129,488 | $178,174-27.3% | $156,181-17.1% | $137,256-5.7% |
| Participation rate | 28.6% | 82.0%-53.5pp | 78.8%-50.3pp | 80.0%-51.4pp |
| Annual return | 12.31% | 84.19%-71.9pp | 64.87%-52.6pp | 220.34%-208.0pp |
| Employer contribution / active EE | $924 | $4,972-81.4% | $4,294-78.5% | $4,156-77.8% |
| Participant deferral / active EE | $8,848 | $6,888+28.5% | $6,132+44.3% | $6,407+38.1% |
| Admin fee / account holder | $1,217 | $17,404-93.0% | $14,586-91.7% | $12,270-90.1% |