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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 | $126,285 | $157,304-19.7% | $141,197-10.6% | $152,909-17.4% |
| Participation rate | 42.9% | 84.8%-42.0pp | 82.5%-39.6pp | 82.5%-39.6pp |
| Annual return | 23.54% | 64.34%-40.8pp | 71.41%-47.9pp | 345.46%-321.9pp |
| Employer contribution / active EE | $894 | $5,263-83.0% | $4,736-81.1% | $4,764-81.2% |
| Participant deferral / active EE | $6,897 | $7,111-3.0% | $6,710+2.8% | $5,851+17.9% |
| Admin fee / account holder | $1,090 | $12,126-91.0% | $10,265-89.4% | $11,601-90.6% |