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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 | $162,967-35.2% | $135,792-22.2% | $138,895-24.0% |
| Participation rate | 33.3% | 78.3%-45.0pp | 72.6%-39.3pp | 79.9%-46.6pp |
| Annual return | 18.83% | 30.08%-11.3pp | 25.96%-7.1pp | 145.39%-126.6pp |
| Employer contribution / active EE | $534 | $4,211-87.3% | $3,496-84.7% | $4,194-87.3% |
| Participant deferral / active EE | $4,153 | $5,640-26.4% | $4,759-12.7% | $6,396-35.1% |
| Admin fee / account holder | $1,003 | $15,306-93.4% | $12,266-91.8% | $12,562-92.0% |