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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 | $113,180 | $174,379-35.1% | $152,093-25.6% | $138,895-18.5% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 17.49% | 74.86%-57.4pp | 66.36%-48.9pp | 145.39%-127.9pp |
| Employer contribution / active EE | $162 | $4,652-96.5% | $4,175-96.1% | $4,194-96.1% |
| Participant deferral / active EE | $4,441 | $6,159-27.9% | $5,451-18.5% | $6,396-30.6% |
| Admin fee / account holder | $3,948 | $16,880-76.6% | $14,497-72.8% | $12,562-68.6% |