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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 | $124,344 | $254,759-51.2% | $216,567-42.6% | $198,609-37.4% |
| Participation rate | 63.2% | 84.5%-21.4pp | 81.6%-18.5pp | 82.4%-19.2pp |
| Annual return | 13.32% | 10.04%+3.3pp | 12.94%+0.4pp | 202.70%-189.4pp |
| Employer contribution / active EE | $676 | $6,096-88.9% | $5,216-87.0% | $5,055-86.6% |
| Participant deferral / active EE | $3,658 | $6,948-47.3% | $6,191-40.9% | $6,977-47.6% |
| Admin fee / account holder | $3,542 | $26,311-86.5% | $21,981-83.9% | $19,030-81.4% |