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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 | $123,285 | $114,119+8.0% | $107,187+15.0% | $138,895-11.2% |
| Participation rate | 55.0% | 78.1%-23.1pp | 75.0%-20.0pp | 79.9%-24.9pp |
| Annual return | 18.21% | 273.21%-255.0pp | 204.55%-186.3pp | 145.39%-127.2pp |
| Employer contribution / active EE | $100 | $4,059-97.5% | $3,782-97.4% | $4,194-97.6% |
| Participant deferral / active EE | $2,742 | $5,538-50.5% | $5,096-46.2% | $6,396-57.1% |
| Admin fee / account holder | $1,568 | $10,024-84.4% | $9,162-82.9% | $12,562-87.5% |