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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 | $127,515 | $185,312-31.2% | $161,489-21.0% | $154,746-17.6% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 12.58% | 103.84%-91.3pp | 89.72%-77.1pp | 172.34%-159.8pp |
| Employer contribution / active EE | $307 | $4,769-93.6% | $4,268-92.8% | $4,379-93.0% |
| Participant deferral / active EE | $2,842 | $6,350-55.2% | $5,630-49.5% | $6,730-57.8% |
| Admin fee / account holder | $6,144 | $18,654-67.1% | $16,006-61.6% | $14,365-57.2% |