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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 | $164,441 | $181,896-9.6% | $156,551+5.0% | $273,972-40.0% |
| Participation rate | 16.7% | 88.4%-71.7pp | 84.0%-67.3pp | 83.0%-66.3pp |
| Annual return | 7.32% | 30.74%-23.4pp | 32.23%-24.9pp | 41.46%-34.1pp |
| Employer contribution / active EE | $120 | $6,248-98.1% | $5,501-97.8% | $4,869-97.5% |
| Participant deferral / active EE | $3,000 | $5,550-45.9% | $4,871-38.4% | $5,287-43.3% |
| Admin fee / account holder | $3,341 | $15,560-78.5% | $13,028-74.4% | $10,133-67.0% |