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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 | $237,938 | $154,228+54.3% | $145,433+63.6% | $137,256+73.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 53.95% | 74.59%-20.6pp | 66.58%-12.6pp | 220.34%-166.4pp |
| Employer contribution / active EE | $574 | $4,804-88.1% | $4,554-87.4% | $4,156-86.2% |
| Participant deferral / active EE | $5,066 | $8,216-38.3% | $7,897-35.9% | $6,407-20.9% |
| Admin fee / account holder | $753 | $14,344-94.8% | $13,129-94.3% | $12,270-93.9% |