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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 | $115,684 | $154,228-25.0% | $145,433-20.5% | $137,256-15.7% |
| Participation rate | 58.8% | 83.8%-25.0pp | 82.1%-23.3pp | 80.0%-21.1pp |
| Annual return | 16.63% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $310 | $4,804-93.5% | $4,554-93.2% | $4,156-92.5% |
| Participant deferral / active EE | $9,075 | $8,216+10.5% | $7,897+14.9% | $6,407+41.7% |
| Admin fee / account holder | $3,960 | $14,344-72.4% | $13,129-69.8% | $12,270-67.7% |