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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 | $127,222 | $213,785-40.5% | $185,441-31.4% | $155,188-18.0% |
| Participation rate | 68.4% | 83.2%-14.8pp | 80.3%-11.8pp | 80.8%-12.4pp |
| Annual return | 12.62% | 19.97%-7.4pp | 20.16%-7.5pp | 148.84%-136.2pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,850 | $6,864-29.3% | $6,152-21.2% | $6,531-25.7% |
| Admin fee / account holder | $723 | $21,134-96.6% | $17,890-96.0% | $14,480-95.0% |