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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 | $155,487 | $755,339-79.4% | $379,746-59.1% | $158,982-2.2% |
| Participation rate | 64.3% | 81.8%-17.5pp | 78.4%-14.1pp | 82.0%-17.7pp |
| Annual return | 10.46% | 53.41%-43.0pp | 34.90%-24.4pp | 302.99%-292.5pp |
| Employer contribution / active EE | $430 | $4,685-90.8% | $3,540-87.8% | $4,763-91.0% |
| Participant deferral / active EE | $4,111 | $7,938-48.2% | $6,024-31.8% | $5,983-31.3% |
| Admin fee / account holder | $14,158 | $14,482-2.2% | $7,927+78.6% | $11,252+25.8% |