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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 | $138,413 | $124,425+11.2% | $112,040+23.5% | $137,256+0.8% |
| Participation rate | 28.6% | 79.3%-50.7pp | 76.5%-47.9pp | 80.0%-51.4pp |
| Annual return | 20.90% | 24.72%-3.8pp | 24.52%-3.6pp | 220.34%-199.4pp |
| Employer contribution / active EE | $328 | $3,411-90.4% | $2,954-88.9% | $4,156-92.1% |
| Participant deferral / active EE | $2,095 | $5,718-63.4% | $5,098-58.9% | $6,407-67.3% |
| Admin fee / account holder | $1,609 | $15,207-89.4% | $12,098-86.7% | $12,270-86.9% |