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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 | $130,240 | $183,516-29.0% | $155,534-16.3% | $145,884-10.7% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 9.86% | 61.43%-51.6pp | 64.92%-55.1pp | 551.85%-542.0pp |
| Employer contribution / active EE | $679 | $5,315-87.2% | $4,675-85.5% | $4,662-85.4% |
| Participant deferral / active EE | $2,520 | $6,467-61.0% | $5,630-55.2% | $6,690-62.3% |
| Admin fee / account holder | $716 | $19,293-96.3% | $15,900-95.5% | $13,392-94.7% |