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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 | $212,485 | $126,661+67.8% | $113,397+87.4% | $138,895+53.0% |
| Participation rate | 0.0% | 79.4%-79.4pp | 76.5%-76.5pp | 79.9%-79.9pp |
| Annual return | 20.19% | 25.05%-4.9pp | 23.20%-3.0pp | 145.39%-125.2pp |
| Employer contribution / active EE | $667 | $3,456-80.7% | $2,977-77.6% | $4,194-84.1% |
| Participant deferral / active EE | $5,833 | $5,693+2.5% | $5,076+14.9% | $6,396-8.8% |
| Admin fee / account holder | $338 | $14,549-97.7% | $11,957-97.2% | $12,562-97.3% |