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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 | $136,831 | $228,395-40.1% | $185,861-26.4% | $158,982-13.9% |
| Participation rate | 46.2% | 82.3%-36.2pp | 78.0%-31.9pp | 82.0%-35.8pp |
| Annual return | 18.92% | 40.82%-21.9pp | 35.96%-17.0pp | 302.99%-284.1pp |
| Employer contribution / active EE | $364 | $4,968-92.7% | $4,088-91.1% | $4,763-92.4% |
| Participant deferral / active EE | $2,009 | $6,417-68.7% | $5,634-64.3% | $5,983-66.4% |
| Admin fee / account holder | $8,203 | $11,869-30.9% | $9,503-13.7% | $11,252-27.1% |