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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 | $174,379-27.8% | $152,093-17.2% | $138,895-9.3% |
| Participation rate | 22.2% | 81.6%-59.4pp | 77.8%-55.5pp | 79.9%-57.7pp |
| Annual return | 19.86% | 74.86%-55.0pp | 66.36%-46.5pp | 145.39%-125.5pp |
| Employer contribution / active EE | $494 | $4,652-89.4% | $4,175-88.2% | $4,194-88.2% |
| Participant deferral / active EE | $2,358 | $6,159-61.7% | $5,451-56.8% | $6,396-63.1% |
| Admin fee / account holder | $13,959 | $16,880-17.3% | $14,497-3.7% | $12,562+11.1% |