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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 | $105,599 | $161,352-34.6% | $134,172-21.3% | $137,256-23.1% |
| Participation rate | 33.3% | 78.3%-45.0pp | 72.5%-39.1pp | 80.0%-46.6pp |
| Annual return | 18.83% | 28.72%-9.9pp | 25.30%-6.5pp | 220.34%-201.5pp |
| Employer contribution / active EE | $534 | $4,099-87.0% | $3,420-84.4% | $4,156-87.2% |
| Participant deferral / active EE | $4,153 | $5,552-25.2% | $4,690-11.5% | $6,407-35.2% |
| Admin fee / account holder | $1,003 | $15,028-93.3% | $12,016-91.6% | $12,270-91.8% |