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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 | $126,420 | $162,136-22.0% | $152,301-17.0% | $154,746-18.3% |
| Participation rate | 58.8% | 84.1%-25.3pp | 82.4%-23.6pp | 80.7%-21.9pp |
| Annual return | 14.38% | 91.02%-76.6pp | 80.50%-66.1pp | 172.34%-158.0pp |
| Employer contribution / active EE | $681 | $4,890-86.1% | $4,624-85.3% | $4,379-84.4% |
| Participant deferral / active EE | $5,129 | $8,341-38.5% | $8,004-35.9% | $6,730-23.8% |
| Admin fee / account holder | $2,417 | $15,759-84.7% | $14,398-83.2% | $14,365-83.2% |