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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 | $130,910 | $162,967-19.7% | $135,792-3.6% | $138,895-5.7% |
| Participation rate | 50.0% | 78.3%-28.3pp | 72.6%-22.6pp | 79.9%-29.9pp |
| Annual return | 16.21% | 30.08%-13.9pp | 25.96%-9.7pp | 145.39%-129.2pp |
| Employer contribution / active EE | $744 | $4,211-82.3% | $3,496-78.7% | $4,194-82.3% |
| Participant deferral / active EE | $8,587 | $5,640+52.2% | $4,759+80.4% | $6,396+34.2% |
| Admin fee / account holder | $2,254 | $15,306-85.3% | $12,266-81.6% | $12,562-82.1% |