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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 | $125,498 | $124,425+0.9% | $112,040+12.0% | $137,256-8.6% |
| Participation rate | 33.3% | 79.3%-46.0pp | 76.5%-43.2pp | 80.0%-46.6pp |
| Annual return | 20.54% | 24.72%-4.2pp | 24.52%-4.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $741 | $3,411-78.3% | $2,954-74.9% | $4,156-82.2% |
| Participant deferral / active EE | $5,167 | $5,718-9.6% | $5,098+1.4% | $6,407-19.4% |
| Admin fee / account holder | $859 | $15,207-94.4% | $12,098-92.9% | $12,270-93.0% |