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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 | $138,312-9.3% | $122,979+2.0% | $155,188-19.1% |
| Participation rate | 33.3% | 80.2%-46.9pp | 77.2%-43.9pp | 80.8%-47.5pp |
| Annual return | 20.54% | 22.06%-1.5pp | 20.12%+0.4pp | 148.84%-128.3pp |
| Employer contribution / active EE | $741 | $3,530-79.0% | $3,062-75.8% | $4,248-82.6% |
| Participant deferral / active EE | $5,167 | $5,592-7.6% | $5,003+3.3% | $6,531-20.9% |
| Admin fee / account holder | $859 | $15,089-94.3% | $12,864-93.3% | $14,480-94.1% |