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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 | $125,918 | $185,312-32.1% | $161,489-22.0% | $154,746-18.6% |
| Participation rate | 22.2% | 82.5%-60.2pp | 78.7%-56.5pp | 80.7%-58.5pp |
| Annual return | 19.86% | 103.84%-84.0pp | 89.72%-69.9pp | 172.34%-152.5pp |
| Employer contribution / active EE | $494 | $4,769-89.7% | $4,268-88.4% | $4,379-88.7% |
| Participant deferral / active EE | $2,358 | $6,350-62.9% | $5,630-58.1% | $6,730-65.0% |
| Admin fee / account holder | $13,959 | $18,654-25.2% | $16,006-12.8% | $14,365-2.8% |