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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 | $80,143 | $94,436-15.1% | $115,599-30.7% | $82,637-3.0% |
| Participation rate | 57.4% | 70.4%-13.0pp | 74.3%-16.9pp | 68.1%-10.6pp |
| Annual return | 14.50% | 18.37%-3.9pp | 111.10%-96.6pp | 53.51%-39.0pp |
| Employer contribution / active EE | $297 | $2,324-87.2% | $2,955-89.9% | $2,552-88.4% |
| Participant deferral / active EE | $3,821 | $3,955-3.4% | $4,889-21.8% | $4,126-7.4% |
| Admin fee / account holder | $1,238 | $10,328-88.0% | $12,841-90.4% | $7,339-83.1% |