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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 | $139,004 | $275,752-49.6% | $256,809-45.9% | $198,609-30.0% |
| Participation rate | 28.6% | 89.2%-60.6pp | 88.5%-60.0pp | 82.4%-53.8pp |
| Annual return | 10.34% | 34.81%-24.5pp | 32.73%-22.4pp | 202.70%-192.4pp |
| Employer contribution / active EE | $638 | $7,721-91.7% | $7,263-91.2% | $5,055-87.4% |
| Participant deferral / active EE | $6,714 | $10,037-33.1% | $9,520-29.5% | $6,977-3.8% |
| Admin fee / account holder | $511 | $25,716-98.0% | $25,146-98.0% | $19,030-97.3% |