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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 | $135,784 | $155,555-12.7% | $146,866-7.5% | $155,188-12.5% |
| Participation rate | 35.7% | 84.0%-48.2pp | 82.5%-46.8pp | 80.8%-45.1pp |
| Annual return | 11.77% | 115.41%-103.6pp | 102.85%-91.1pp | 148.84%-137.1pp |
| Employer contribution / active EE | $575 | $4,647-87.6% | $4,425-87.0% | $4,248-86.5% |
| Participant deferral / active EE | $4,805 | $8,044-40.3% | $7,759-38.1% | $6,531-26.4% |
| Admin fee / account holder | $13,128 | $14,755-11.0% | $13,620-3.6% | $14,480-9.3% |