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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 | $119,498 | $155,555-23.2% | $146,866-18.6% | $155,188-23.0% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.5%-53.9pp | 80.8%-52.2pp |
| Annual return | 15.33% | 115.41%-100.1pp | 102.85%-87.5pp | 148.84%-133.5pp |
| Employer contribution / active EE | $297 | $4,647-93.6% | $4,425-93.3% | $4,248-93.0% |
| Participant deferral / active EE | $5,274 | $8,044-34.4% | $7,759-32.0% | $6,531-19.2% |
| Admin fee / account holder | $1,885 | $14,755-87.2% | $13,620-86.2% | $14,480-87.0% |