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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 | $118,120 | $154,193-23.4% | $130,045-9.2% | $139,466-15.3% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.5%-38.5pp | 80.3%-40.3pp |
| Annual return | 19.19% | 32.51%-13.3pp | -137.30%+156.5pp | 373.66%-354.5pp |
| Employer contribution / active EE | $624 | $5,292-88.2% | $4,321-85.6% | $4,754-86.9% |
| Participant deferral / active EE | $3,380 | $6,709-49.6% | $5,820-41.9% | $6,712-49.6% |
| Admin fee / account holder | $931 | $13,989-93.3% | $10,600-91.2% | $11,409-91.8% |