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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 | $103,512 | $172,111-39.9% | $150,298-31.1% | $137,256-24.6% |
| Participation rate | 46.7% | 81.7%-35.0pp | 77.8%-31.1pp | 80.0%-33.3pp |
| Annual return | 17.59% | 69.37%-51.8pp | 62.79%-45.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $699 | $4,636-84.9% | $4,154-83.2% | $4,156-83.2% |
| Participant deferral / active EE | $3,792 | $6,166-38.5% | $5,453-30.5% | $6,407-40.8% |
| Admin fee / account holder | $16,492 | $16,471+0.1% | $14,116+16.8% | $12,270+34.4% |