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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 | $225,132 | $201,372+11.8% | $184,260+22.2% | $145,884+54.3% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 28.06% | 29.04%-1.0pp | 28.84%-0.8pp | 551.85%-523.8pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,848 | $9,808+0.4% | $9,133+7.8% | $6,690+47.2% |
| Admin fee / account holder | $6,048 | $16,362-63.0% | $13,898-56.5% | $13,392-54.8% |