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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 | $143,874 | $177,156-18.8% | $147,027-2.1% | $154,746-7.0% |
| Participation rate | 21.1% | 79.4%-58.3pp | 73.7%-52.7pp | 80.7%-59.6pp |
| Annual return | 12.26% | 21.94%-9.7pp | 20.23%-8.0pp | 172.34%-160.1pp |
| Employer contribution / active EE | $702 | $4,336-83.8% | $3,626-80.6% | $4,379-84.0% |
| Participant deferral / active EE | $3,437 | $5,797-40.7% | $4,933-30.3% | $6,730-48.9% |
| Admin fee / account holder | $746 | $14,904-95.0% | $12,223-93.9% | $14,365-94.8% |