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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 | $118,643 | $185,312-36.0% | $161,489-26.5% | $154,746-23.3% |
| Participation rate | 15.8% | 82.5%-66.7pp | 78.7%-62.9pp | 80.7%-64.9pp |
| Annual return | 20.57% | 103.84%-83.3pp | 89.72%-69.1pp | 172.34%-151.8pp |
| Employer contribution / active EE | $348 | $4,769-92.7% | $4,268-91.9% | $4,379-92.1% |
| Participant deferral / active EE | $2,587 | $6,350-59.3% | $5,630-54.0% | $6,730-61.6% |
| Admin fee / account holder | $494 | $18,654-97.4% | $16,006-96.9% | $14,365-96.6% |