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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 | $185,312-33.2% | $161,489-23.3% | $154,746-20.0% |
| Participation rate | 20.0% | 82.5%-62.5pp | 78.7%-58.7pp | 80.7%-60.7pp |
| Annual return | 17.67% | 103.84%-86.2pp | 89.72%-72.0pp | 172.34%-154.7pp |
| Employer contribution / active EE | $768 | $4,769-83.9% | $4,268-82.0% | $4,379-82.5% |
| Participant deferral / active EE | $4,500 | $6,350-29.1% | $5,630-20.1% | $6,730-33.1% |
| Admin fee / account holder | $1,607 | $18,654-91.4% | $16,006-90.0% | $14,365-88.8% |