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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 | $212,198 | $117,846+80.1% | $102,434+107.2% | $145,884+45.5% |
| Participation rate | 56.5% | 78.6%-22.1pp | 76.5%-20.0pp | 80.3%-23.8pp |
| Annual return | 9.66% | 31.90%-22.2pp | 29.46%-19.8pp | 551.85%-542.2pp |
| Employer contribution / active EE | $748 | $3,615-79.3% | $3,023-75.3% | $4,662-84.0% |
| Participant deferral / active EE | $4,782 | $5,733-16.6% | $5,055-5.4% | $6,690-28.5% |
| Admin fee / account holder | $11,398 | $13,356-14.7% | $9,462+20.5% | $13,392-14.9% |