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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 | $129,921 | $154,228-15.8% | $145,433-10.7% | $137,256-5.3% |
| Participation rate | 30.8% | 83.8%-53.0pp | 82.1%-51.4pp | 80.0%-49.2pp |
| Annual return | 13.11% | 74.59%-61.5pp | 66.58%-53.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $833 | $4,804-82.7% | $4,554-81.7% | $4,156-80.0% |
| Participant deferral / active EE | $5,699 | $8,216-30.6% | $7,897-27.8% | $6,407-11.0% |
| Admin fee / account holder | $10,815 | $14,344-24.6% | $13,129-17.6% | $12,270-11.9% |