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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 | $132,117 | $184,014-28.2% | $161,149-18.0% | $138,895-4.9% |
| Participation rate | 63.6% | 82.1%-18.4pp | 78.8%-15.2pp | 79.9%-16.3pp |
| Annual return | 11.17% | 21.52%-10.4pp | 21.16%-10.0pp | 145.39%-134.2pp |
| Employer contribution / active EE | $1,050 | $5,055-79.2% | $4,360-75.9% | $4,194-75.0% |
| Participant deferral / active EE | $3,774 | $6,909-45.4% | $6,153-38.7% | $6,396-41.0% |
| Admin fee / account holder | $4,921 | $18,027-72.7% | $15,194-67.6% | $12,562-60.8% |