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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 | $88,235 | $126,661-30.3% | $113,397-22.2% | $138,895-36.5% |
| Participation rate | 61.1% | 79.4%-18.3pp | 76.5%-15.4pp | 79.9%-18.8pp |
| Annual return | 14.34% | 25.05%-10.7pp | 23.20%-8.9pp | 145.39%-131.1pp |
| Employer contribution / active EE | $822 | $3,456-76.2% | $2,977-72.4% | $4,194-80.4% |
| Participant deferral / active EE | $4,811 | $5,693-15.5% | $5,076-5.2% | $6,396-24.8% |
| Admin fee / account holder | $1,680 | $14,549-88.5% | $11,957-85.9% | $12,562-86.6% |