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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 | $115,736 | $184,014-37.1% | $161,149-28.2% | $138,895-16.7% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.8%-28.8pp | 79.9%-29.9pp |
| Annual return | 14.15% | 21.52%-7.4pp | 21.16%-7.0pp | 145.39%-131.2pp |
| Employer contribution / active EE | $527 | $5,055-89.6% | $4,360-87.9% | $4,194-87.4% |
| Participant deferral / active EE | $2,731 | $6,909-60.5% | $6,153-55.6% | $6,396-57.3% |
| Admin fee / account holder | $16,613 | $18,027-7.8% | $15,194+9.3% | $12,562+32.2% |