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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 | $124,344 | $178,174-30.2% | $156,181-20.4% | $137,256-9.4% |
| Participation rate | 63.2% | 82.0%-18.9pp | 78.8%-15.7pp | 80.0%-16.8pp |
| Annual return | 13.32% | 84.19%-70.9pp | 64.87%-51.6pp | 220.34%-207.0pp |
| Employer contribution / active EE | $676 | $4,972-86.4% | $4,294-84.3% | $4,156-83.7% |
| Participant deferral / active EE | $3,658 | $6,888-46.9% | $6,132-40.3% | $6,407-42.9% |
| Admin fee / account holder | $3,542 | $17,404-79.6% | $14,586-75.7% | $12,270-71.1% |