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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 | $134,165 | $181,896-26.2% | $156,551-14.3% | $273,972-51.0% |
| Participation rate | 57.1% | 88.4%-31.2pp | 84.0%-26.9pp | 83.0%-25.9pp |
| Annual return | 9.11% | 30.74%-21.6pp | 32.23%-23.1pp | 41.46%-32.3pp |
| Employer contribution / active EE | $1,313 | $6,248-79.0% | $5,501-76.1% | $4,869-73.0% |
| Participant deferral / active EE | $4,080 | $5,550-26.5% | $4,871-16.2% | $5,287-22.8% |
| Admin fee / account holder | $1,965 | $15,560-87.4% | $13,028-84.9% | $10,133-80.6% |