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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 | $123,831 | $172,111-28.1% | $150,298-17.6% | $137,256-9.8% |
| Participation rate | 20.0% | 81.7%-61.7pp | 77.8%-57.8pp | 80.0%-60.0pp |
| Annual return | 17.67% | 69.37%-51.7pp | 62.79%-45.1pp | 220.34%-202.7pp |
| Employer contribution / active EE | $768 | $4,636-83.4% | $4,154-81.5% | $4,156-81.5% |
| Participant deferral / active EE | $4,500 | $6,166-27.0% | $5,453-17.5% | $6,407-29.8% |
| Admin fee / account holder | $1,607 | $16,471-90.2% | $14,116-88.6% | $12,270-86.9% |