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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 | $144,802 | $201,372-28.1% | $184,260-21.4% | $145,884-0.7% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 13.37% | 29.04%-15.7pp | 28.84%-15.5pp | 551.85%-538.5pp |
| Employer contribution / active EE | $1,170 | $7,024-83.3% | $6,427-81.8% | $4,662-74.9% |
| Participant deferral / active EE | $8,681 | $9,808-11.5% | $9,133-4.9% | $6,690+29.8% |
| Admin fee / account holder | $6,657 | $16,362-59.3% | $13,898-52.1% | $13,392-50.3% |