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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 | $136,839 | $228,395-40.1% | $185,861-26.4% | $158,982-13.9% |
| Participation rate | 61.5% | 82.3%-20.8pp | 78.0%-16.5pp | 82.0%-20.4pp |
| Annual return | 10.31% | 40.82%-30.5pp | 35.96%-25.7pp | 302.99%-292.7pp |
| Employer contribution / active EE | $386 | $4,968-92.2% | $4,088-90.6% | $4,763-91.9% |
| Participant deferral / active EE | $4,643 | $6,417-27.6% | $5,634-17.6% | $5,983-22.4% |
| Admin fee / account holder | $2,543 | $11,869-78.6% | $9,503-73.2% | $11,252-77.4% |