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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 | $127,791 | $180,028-29.0% | $138,135-7.5% | $158,966-19.6% |
| Participation rate | 66.7% | 82.2%-15.6pp | 78.7%-12.0pp | 82.0%-15.3pp |
| Annual return | 9.86% | 21.68%-11.8pp | 20.51%-10.6pp | 302.95%-293.1pp |
| Employer contribution / active EE | $843 | $7,470-88.7% | $5,587-84.9% | $4,762-82.3% |
| Participant deferral / active EE | $4,454 | $7,717-42.3% | $6,431-30.7% | $5,983-25.6% |
| Admin fee / account holder | $919 | $17,912-94.9% | $11,856-92.2% | $11,250-91.8% |