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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 | $135,603 | $181,896-25.5% | $156,551-13.4% | $273,972-50.5% |
| Participation rate | 45.5% | 88.4%-42.9pp | 84.0%-38.6pp | 83.0%-37.6pp |
| Annual return | 5.70% | 30.74%-25.0pp | 32.23%-26.5pp | 41.46%-35.8pp |
| Employer contribution / active EE | $808 | $6,248-87.1% | $5,501-85.3% | $4,869-83.4% |
| Participant deferral / active EE | $4,228 | $5,550-23.8% | $4,871-13.2% | $5,287-20.0% |
| Admin fee / account holder | $609 | $15,560-96.1% | $13,028-95.3% | $10,133-94.0% |