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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 | $125,221 | $174,379-28.2% | $152,093-17.7% | $138,895-9.8% |
| Participation rate | 25.0% | 81.6%-56.6pp | 77.8%-52.8pp | 79.9%-54.9pp |
| Annual return | 12.11% | 74.86%-62.7pp | 66.36%-54.2pp | 145.39%-133.3pp |
| Employer contribution / active EE | $655 | $4,652-85.9% | $4,175-84.3% | $4,194-84.4% |
| Participant deferral / active EE | $7,500 | $6,159+21.8% | $5,451+37.6% | $6,396+17.3% |
| Admin fee / account holder | $1,740 | $16,880-89.7% | $14,497-88.0% | $12,562-86.1% |