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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 | $125,509 | $87,166+44.0% | $76,735+63.6% | $137,256-8.6% |
| Participation rate | 40.0% | 74.4%-34.4pp | 69.5%-29.5pp | 80.0%-40.0pp |
| Annual return | 14.97% | 26.50%-11.5pp | 29.77%-14.8pp | 220.34%-205.4pp |
| Employer contribution / active EE | $486 | $2,904-83.3% | $2,454-80.2% | $4,156-88.3% |
| Participant deferral / active EE | $2,812 | $4,726-40.5% | $4,088-31.2% | $6,407-56.1% |
| Admin fee / account holder | $2,420 | $8,403-71.2% | $7,189-66.3% | $12,270-80.3% |