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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 | $111,672 | $212,777-47.5% | $173,703-35.7% | $198,609-43.8% |
| Participation rate | 55.6% | 81.1%-25.5pp | 75.9%-20.4pp | 82.4%-26.8pp |
| Annual return | 17.27% | 18.82%-1.6pp | 17.46%-0.2pp | 202.70%-185.4pp |
| Employer contribution / active EE | $884 | $5,214-83.0% | $4,288-79.4% | $5,055-82.5% |
| Participant deferral / active EE | $2,131 | $5,697-62.6% | $4,854-56.1% | $6,977-69.5% |
| Admin fee / account holder | $382 | $19,536-98.0% | $15,562-97.5% | $19,030-98.0% |