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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 | $138,276 | $181,062-23.6% | $158,223-12.6% | $155,188-10.9% |
| Participation rate | 20.0% | 82.7%-62.7pp | 79.2%-59.2pp | 80.8%-60.8pp |
| Annual return | 16.15% | 57.39%-41.2pp | 52.09%-35.9pp | 148.84%-132.7pp |
| Employer contribution / active EE | $888 | $4,565-80.6% | $4,109-78.4% | $4,248-79.1% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $500 | $18,825-97.3% | $16,047-96.9% | $14,480-96.6% |