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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 | $154,436 | $117,846+31.0% | $102,434+50.8% | $145,884+5.9% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 13.03% | 31.90%-18.9pp | 29.46%-16.4pp | 551.85%-538.8pp |
| Employer contribution / active EE | $833 | $3,615-76.9% | $3,023-72.4% | $4,662-82.1% |
| Participant deferral / active EE | $2,794 | $5,733-51.3% | $5,055-44.7% | $6,690-58.2% |
| Admin fee / account holder | $21,153 | $13,356+58.4% | $9,462+123.6% | $13,392+58.0% |