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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 | $100,624 | $123,898-18.8% | $116,538-13.7% | $155,188-35.2% |
| Participation rate | 50.0% | 83.7%-33.7pp | 82.6%-32.6pp | 80.8%-30.8pp |
| Annual return | 16.03% | 16.04%0pp | 17.97%-1.9pp | 148.84%-132.8pp |
| Employer contribution / active EE | $1,238 | $4,739-73.9% | $4,541-72.7% | $4,248-70.8% |
| Participant deferral / active EE | $3,162 | $6,400-50.6% | $6,207-49.1% | $6,531-51.6% |
| Admin fee / account holder | $13,841 | $9,174+50.9% | $8,737+58.4% | $14,480-4.4% |