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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 | $117,094 | $183,516-36.2% | $155,534-24.7% | $145,884-19.7% |
| Participation rate | 41.7% | 82.7%-41.0pp | 78.2%-36.6pp | 80.3%-38.6pp |
| Annual return | 15.90% | 61.43%-45.5pp | 64.92%-49.0pp | 551.85%-535.9pp |
| Employer contribution / active EE | $417 | $5,315-92.2% | $4,675-91.1% | $4,662-91.1% |
| Participant deferral / active EE | $6,249 | $6,467-3.4% | $5,630+11.0% | $6,690-6.6% |
| Admin fee / account holder | $1,302 | $19,293-93.3% | $15,900-91.8% | $13,392-90.3% |