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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 | $116,091 | $114,119+1.7% | $107,187+8.3% | $138,895-16.4% |
| Participation rate | 20.0% | 78.1%-58.1pp | 75.0%-55.0pp | 79.9%-59.9pp |
| Annual return | 19.81% | 273.21%-253.4pp | 204.55%-184.7pp | 145.39%-125.6pp |
| Employer contribution / active EE | $126 | $4,059-96.9% | $3,782-96.7% | $4,194-97.0% |
| Participant deferral / active EE | $1,806 | $5,538-67.4% | $5,096-64.6% | $6,396-71.8% |
| Admin fee / account holder | $2,010 | $10,024-80.0% | $9,162-78.1% | $12,562-84.0% |