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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 | $129,488 | $254,759-49.2% | $216,567-40.2% | $198,609-34.8% |
| Participation rate | 28.6% | 84.5%-55.9pp | 81.6%-53.1pp | 82.4%-53.8pp |
| Annual return | 12.31% | 10.04%+2.3pp | 12.94%-0.6pp | 202.70%-190.4pp |
| Employer contribution / active EE | $924 | $6,096-84.8% | $5,216-82.3% | $5,055-81.7% |
| Participant deferral / active EE | $8,848 | $6,948+27.3% | $6,191+42.9% | $6,977+26.8% |
| Admin fee / account holder | $1,217 | $26,311-95.4% | $21,981-94.5% | $19,030-93.6% |