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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 | $108,119 | $172,111-37.2% | $150,298-28.1% | $137,256-21.2% |
| Participation rate | 46.7% | 81.7%-35.0pp | 77.8%-31.1pp | 80.0%-33.3pp |
| Annual return | 16.54% | 69.37%-52.8pp | 62.79%-46.2pp | 220.34%-203.8pp |
| Employer contribution / active EE | $723 | $4,636-84.4% | $4,154-82.6% | $4,156-82.6% |
| Participant deferral / active EE | $3,912 | $6,166-36.6% | $5,453-28.3% | $6,407-38.9% |
| Admin fee / account holder | $1,034 | $16,471-93.7% | $14,116-92.7% | $12,270-91.6% |