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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 | $143,335 | $201,372-28.8% | $184,260-22.2% | $145,884-1.7% |
| Participation rate | 37.5% | 87.5%-50.0pp | 86.8%-49.3pp | 80.3%-42.8pp |
| Annual return | 12.61% | 29.04%-16.4pp | 28.84%-16.2pp | 551.85%-539.2pp |
| Employer contribution / active EE | $232 | $7,024-96.7% | $6,427-96.4% | $4,662-95.0% |
| Participant deferral / active EE | $3,809 | $9,808-61.2% | $9,133-58.3% | $6,690-43.1% |
| Admin fee / account holder | $1,020 | $16,362-93.8% | $13,898-92.7% | $13,392-92.4% |