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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 | $199,109-37.5% | $173,730-28.4% | $154,746-19.6% |
| Participation rate | 63.2% | 82.8%-19.7pp | 79.6%-16.4pp | 80.7%-17.5pp |
| Annual return | 13.32% | 20.02%-6.7pp | 19.96%-6.6pp | 172.34%-159.0pp |
| Employer contribution / active EE | $676 | $5,311-87.3% | $4,577-85.2% | $4,379-84.6% |
| Participant deferral / active EE | $3,658 | $7,113-48.6% | $6,326-42.2% | $6,730-45.6% |
| Admin fee / account holder | $3,542 | $20,916-83.1% | $17,523-79.8% | $14,365-75.3% |