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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 | $133,150 | $185,312-28.1% | $161,489-17.5% | $154,746-14.0% |
| Participation rate | 10.0% | 82.5%-72.5pp | 78.7%-68.7pp | 80.7%-70.7pp |
| Annual return | 15.42% | 103.84%-88.4pp | 89.72%-74.3pp | 172.34%-156.9pp |
| Employer contribution / active EE | $390 | $4,769-91.8% | $4,268-90.9% | $4,379-91.1% |
| Participant deferral / active EE | $2,145 | $6,350-66.2% | $5,630-61.9% | $6,730-68.1% |
| Admin fee / account holder | $1,158 | $18,654-93.8% | $16,006-92.8% | $14,365-91.9% |