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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 | $120,149 | $91,559+31.2% | $133,959-10.3% | $79,858+50.5% |
| Participation rate | 53.3% | 73.3%-20.0pp | 79.8%-26.5pp | 69.6%-16.3pp |
| Annual return | 26.87% | 61.85%-35.0pp | 45.09%-18.2pp | 31.72%-4.8pp |
| Employer contribution / active EE | $317 | $2,384-86.7% | $3,919-91.9% | $2,471-87.2% |
| Participant deferral / active EE | $2,332 | $3,734-37.5% | $5,047-53.8% | $3,740-37.7% |
| Admin fee / account holder | $2,544 | $6,321-59.7% | $8,928-71.5% | $5,306-52.0% |