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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 | $125,208 | $148,582-15.7% | $135,942-7.9% | $139,456-10.2% |
| Participation rate | 20.0% | 83.9%-63.9pp | 81.9%-61.9pp | 80.3%-60.3pp |
| Annual return | 14.35% | 79.26%-64.9pp | 68.28%-53.9pp | 373.45%-359.1pp |
| Employer contribution / active EE | $735 | $5,245-86.0% | $4,858-84.9% | $4,753-84.5% |
| Participant deferral / active EE | $4,419 | $8,101-45.5% | $7,759-43.1% | $6,711-34.2% |
| Admin fee / account holder | $666 | $12,402-94.6% | $10,764-93.8% | $11,407-94.2% |