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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 | $139,535 | $201,344-30.7% | $184,243-24.3% | $145,877-4.3% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 21.50% | 29.01%-7.5pp | 28.82%-7.3pp | 551.28%-529.8pp |
| Employer contribution / active EE | $1,351 | $7,022-80.8% | $6,427-79.0% | $4,663-71.0% |
| Participant deferral / active EE | $7,573 | $9,807-22.8% | $9,132-17.1% | $6,691+13.2% |
| Admin fee / account holder | $636 | $16,382-96.1% | $13,914-95.4% | $13,402-95.3% |