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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 | $117,850 | $136,860-13.9% | $120,344-2.1% | $154,746-23.8% |
| Participation rate | 68.8% | 79.9%-11.1pp | 76.7%-8.0pp | 80.7%-12.0pp |
| Annual return | 17.36% | 21.38%-4.0pp | 20.30%-2.9pp | 172.34%-155.0pp |
| Employer contribution / active EE | $321 | $3,533-90.9% | $3,020-89.4% | $4,379-92.7% |
| Participant deferral / active EE | $3,190 | $5,793-44.9% | $5,135-37.9% | $6,730-52.6% |
| Admin fee / account holder | $11,537 | $15,393-25.0% | $12,742-9.5% | $14,365-19.7% |