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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 | $107,835 | $181,062-40.4% | $158,223-31.8% | $155,188-30.5% |
| Participation rate | 60.0% | 82.7%-22.7pp | 79.2%-19.2pp | 80.8%-20.8pp |
| Annual return | 18.69% | 57.39%-38.7pp | 52.09%-33.4pp | 148.84%-130.1pp |
| Employer contribution / active EE | $771 | $4,565-83.1% | $4,109-81.2% | $4,248-81.8% |
| Participant deferral / active EE | $4,113 | $6,134-32.9% | $5,467-24.8% | $6,531-37.0% |
| Admin fee / account holder | $1,220 | $18,825-93.5% | $16,047-92.4% | $14,480-91.6% |