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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 | $124,140 | $172,111-27.9% | $150,298-17.4% | $137,256-9.6% |
| Participation rate | 28.6% | 81.7%-53.1pp | 77.8%-49.2pp | 80.0%-51.4pp |
| Annual return | 16.37% | 69.37%-53.0pp | 62.79%-46.4pp | 220.34%-204.0pp |
| Employer contribution / active EE | $804 | $4,636-82.7% | $4,154-80.6% | $4,156-80.7% |
| Participant deferral / active EE | $4,278 | $6,166-30.6% | $5,453-21.6% | $6,407-33.2% |
| Admin fee / account holder | $1,268 | $16,471-92.3% | $14,116-91.0% | $12,270-89.7% |