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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 | $126,943 | $183,592-30.9% | $155,567-18.4% | $145,959-13.0% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 11.66% | 61.24%-49.6pp | 64.74%-53.1pp | 561.95%-550.3pp |
| Employer contribution / active EE | $577 | $5,315-89.1% | $4,674-87.7% | $4,661-87.6% |
| Participant deferral / active EE | $2,603 | $6,464-59.7% | $5,628-53.7% | $6,689-61.1% |
| Admin fee / account holder | $1,829 | $19,318-90.5% | $15,916-88.5% | $13,398-86.3% |