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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 | $190,003 | $176,786+7.5% | $146,643+29.6% | $167,536+13.4% |
| Participation rate | 52.4% | 83.6%-31.2pp | 80.1%-27.7pp | 82.1%-29.7pp |
| Annual return | 14.04% | 24.04%-10.0pp | 22.75%-8.7pp | 478.82%-464.8pp |
| Employer contribution / active EE | $990 | $5,161-80.8% | $4,137-76.1% | $4,839-79.5% |
| Participant deferral / active EE | $3,631 | $6,440-43.6% | $5,506-34.1% | $6,342-42.7% |
| Admin fee / account holder | $6,488 | $13,262-51.1% | $10,280-36.9% | $12,315-47.3% |