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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 | $130,257 | $209,336-37.8% | $197,124-33.9% | $137,256-5.1% |
| Participation rate | 55.6% | 87.3%-31.7pp | 86.7%-31.2pp | 80.0%-24.4pp |
| Annual return | 13.19% | 48.09%-34.9pp | 44.34%-31.2pp | 220.34%-207.2pp |
| Employer contribution / active EE | $901 | $6,591-86.3% | $6,227-85.5% | $4,156-78.3% |
| Participant deferral / active EE | $5,632 | $9,614-41.4% | $9,135-38.3% | $6,407-12.1% |
| Admin fee / account holder | $1,022 | $17,308-94.1% | $16,298-93.7% | $12,270-91.7% |