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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 | $105,622 | $135,956-22.3% | $123,894-14.7% | $273,972-61.4% |
| Participation rate | 58.8% | 84.1%-25.2pp | 81.4%-22.6pp | 83.0%-24.2pp |
| Annual return | 12.27% | 56.63%-44.4pp | 47.52%-35.2pp | 41.46%-29.2pp |
| Employer contribution / active EE | $447 | $5,170-91.4% | $4,617-90.3% | $4,869-90.8% |
| Participant deferral / active EE | $2,472 | $6,343-61.0% | $5,984-58.7% | $5,287-53.3% |
| Admin fee / account holder | $7,472 | $9,817-23.9% | $8,357-10.6% | $10,133-26.3% |