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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 | $119,280 | $223,823-46.7% | $211,142-43.5% | $154,746-22.9% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 15.44% | 50.39%-35.0pp | 46.84%-31.4pp | 172.34%-156.9pp |
| Employer contribution / active EE | $472 | $6,787-93.1% | $6,442-92.7% | $4,379-89.2% |
| Participant deferral / active EE | $3,295 | $9,750-66.2% | $9,284-64.5% | $6,730-51.0% |
| Admin fee / account holder | $1,423 | $19,707-92.8% | $19,076-92.5% | $14,365-90.1% |