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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 | $132,844 | $817,678-83.8% | $392,568-66.2% | $152,897-13.1% |
| Participation rate | 58.8% | 82.0%-23.2pp | 78.1%-19.2pp | 82.5%-23.6pp |
| Annual return | 19.98% | 22.84%-2.9pp | 24.42%-4.4pp | 345.43%-325.4pp |
| Employer contribution / active EE | $431 | $5,502-92.2% | $3,783-88.6% | $4,764-90.9% |
| Participant deferral / active EE | $5,530 | $8,398-34.2% | $5,985-7.6% | $5,851-5.5% |
| Admin fee / account holder | $9,786 | $12,095-19.1% | $6,260+56.3% | $11,599-15.6% |