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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 | $121,785 | $177,156-31.3% | $147,027-17.2% | $154,746-21.3% |
| Participation rate | 50.0% | 79.4%-29.4pp | 73.7%-23.7pp | 80.7%-30.7pp |
| Annual return | 11.75% | 21.94%-10.2pp | 20.23%-8.5pp | 172.34%-160.6pp |
| Employer contribution / active EE | $238 | $4,336-94.5% | $3,626-93.4% | $4,379-94.6% |
| Participant deferral / active EE | $3,960 | $5,797-31.7% | $4,933-19.7% | $6,730-41.2% |
| Admin fee / account holder | $975 | $14,904-93.5% | $12,223-92.0% | $14,365-93.2% |