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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 | $131,549 | $156,398-15.9% | $147,318-10.7% | $138,895-5.3% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | 22.15% | 78.75%-56.6pp | 70.43%-48.3pp | 145.39%-123.2pp |
| Employer contribution / active EE | $755 | $4,853-84.5% | $4,593-83.6% | $4,194-82.0% |
| Participant deferral / active EE | $5,192 | $8,237-37.0% | $7,906-34.3% | $6,396-18.8% |
| Admin fee / account holder | $495 | $14,976-96.7% | $13,708-96.4% | $12,562-96.1% |