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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 | $199,109-35.0% | $173,730-25.5% | $154,746-16.3% |
| Participation rate | 28.6% | 82.8%-54.2pp | 79.6%-51.0pp | 80.7%-52.1pp |
| Annual return | 12.31% | 20.02%-7.7pp | 19.96%-7.6pp | 172.34%-160.0pp |
| Employer contribution / active EE | $924 | $5,311-82.6% | $4,577-79.8% | $4,379-78.9% |
| Participant deferral / active EE | $8,848 | $7,113+24.4% | $6,326+39.9% | $6,730+31.5% |
| Admin fee / account holder | $1,217 | $20,916-94.2% | $17,523-93.1% | $14,365-91.5% |