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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 | $128,618 | $148,629-13.5% | $135,982-5.4% | $139,487-7.8% |
| Participation rate | 25.0% | 83.9%-58.9pp | 81.9%-56.9pp | 80.3%-55.3pp |
| Annual return | 34.09% | 79.33%-45.2pp | 68.32%-34.2pp | 373.84%-339.8pp |
| Employer contribution / active EE | $997 | $5,247-81.0% | $4,859-79.5% | $4,755-79.0% |
| Participant deferral / active EE | $3,624 | $8,102-55.3% | $7,760-53.3% | $6,713-46.0% |
| Admin fee / account holder | $612 | $12,406-95.1% | $10,767-94.3% | $11,407-94.6% |