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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 | $129,741 | $115,225+12.6% | $100,712+28.8% | $138,895-6.6% |
| Participation rate | 25.0% | 74.3%-49.3pp | 69.3%-44.3pp | 79.9%-54.9pp |
| Annual return | 12.60% | 40.35%-27.7pp | 33.27%-20.7pp | 145.39%-132.8pp |
| Employer contribution / active EE | $286 | $2,771-89.7% | $2,313-87.6% | $4,194-93.2% |
| Participant deferral / active EE | $1,513 | $4,699-67.8% | $4,085-63.0% | $6,396-76.3% |
| Admin fee / account holder | $3,353 | $10,844-69.1% | $9,256-63.8% | $12,562-73.3% |