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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 | $131,172 | $172,111-23.8% | $150,298-12.7% | $137,256-4.4% |
| Participation rate | 23.5% | 81.7%-58.2pp | 77.8%-54.2pp | 80.0%-56.4pp |
| Annual return | 15.65% | 69.37%-53.7pp | 62.79%-47.1pp | 220.34%-204.7pp |
| Employer contribution / active EE | $810 | $4,636-82.5% | $4,154-80.5% | $4,156-80.5% |
| Participant deferral / active EE | $3,940 | $6,166-36.1% | $5,453-27.7% | $6,407-38.5% |
| Admin fee / account holder | $6,333 | $16,471-61.6% | $14,116-55.1% | $12,270-48.4% |