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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 | $119,536 | $254,759-53.1% | $216,567-44.8% | $198,609-39.8% |
| Participation rate | 53.8% | 84.5%-30.7pp | 81.6%-27.8pp | 82.4%-28.5pp |
| Annual return | 17.72% | 10.04%+7.7pp | 12.94%+4.8pp | 202.70%-185.0pp |
| Employer contribution / active EE | $1,389 | $6,096-77.2% | $5,216-73.4% | $5,055-72.5% |
| Participant deferral / active EE | $5,908 | $6,948-15.0% | $6,191-4.6% | $6,977-15.3% |
| Admin fee / account holder | $1,358 | $26,311-94.8% | $21,981-93.8% | $19,030-92.9% |