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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 | $239,799 | $77,814+208.2% | $158,223+51.6% | $86,983+175.7% |
| Participation rate | 61.3% | 68.4%-7.1pp | 79.2%-17.9pp | 69.5%-8.3pp |
| Annual return | 15.55% | 30.54%-15.0pp | 52.09%-36.5pp | 25.83%-10.3pp |
| Employer contribution / active EE | $224 | $2,592-91.4% | $4,109-94.5% | $2,584-91.3% |
| Participant deferral / active EE | $2,110 | $3,270-35.5% | $5,467-61.4% | $4,194-49.7% |
| Admin fee / account holder | $1,206 | $5,879-79.5% | $16,047-92.5% | $7,856-84.6% |