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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 | $113,101 | $213,785-47.1% | $185,441-39.0% | $155,188-27.1% |
| Participation rate | 61.1% | 83.2%-22.1pp | 80.3%-19.2pp | 80.8%-19.7pp |
| Annual return | 16.66% | 19.97%-3.3pp | 20.16%-3.5pp | 148.84%-132.2pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,333 | $6,864-66.0% | $6,152-62.1% | $6,531-64.3% |
| Admin fee / account holder | $2,320 | $21,134-89.0% | $17,890-87.0% | $14,480-84.0% |