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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 | $130,933 | $209,336-37.5% | $197,124-33.6% | $137,256-4.6% |
| Participation rate | 57.1% | 87.3%-30.2pp | 86.7%-29.6pp | 80.0%-22.8pp |
| Annual return | 14.41% | 48.09%-33.7pp | 44.34%-29.9pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,236 | $6,591-81.2% | $6,227-80.1% | $4,156-70.3% |
| Participant deferral / active EE | $6,946 | $9,614-27.8% | $9,135-24.0% | $6,407+8.4% |
| Admin fee / account holder | $5,361 | $17,308-69.0% | $16,298-67.1% | $12,270-56.3% |