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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 | $139,922 | $185,312-24.5% | $161,489-13.4% | $154,746-9.6% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 21.81% | 103.84%-82.0pp | 89.72%-67.9pp | 172.34%-150.5pp |
| Employer contribution / active EE | $566 | $4,769-88.1% | $4,268-86.7% | $4,379-87.1% |
| Participant deferral / active EE | $6,271 | $6,350-1.2% | $5,630+11.4% | $6,730-6.8% |
| Admin fee / account holder | $1,115 | $18,654-94.0% | $16,006-93.0% | $14,365-92.2% |