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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 | $172,111-27.2% | $150,298-16.7% | $137,256-8.8% |
| Participation rate | 25.0% | 81.7%-56.7pp | 77.8%-52.8pp | 80.0%-55.0pp |
| Annual return | 12.11% | 69.37%-57.3pp | 62.79%-50.7pp | 220.34%-208.2pp |
| Employer contribution / active EE | $655 | $4,636-85.9% | $4,154-84.2% | $4,156-84.2% |
| Participant deferral / active EE | $7,500 | $6,166+21.6% | $5,453+37.5% | $6,407+17.1% |
| Admin fee / account holder | $1,740 | $16,471-89.4% | $14,116-87.7% | $12,270-85.8% |