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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 | $157,426 | $110,212+42.8% | $96,534+63.1% | $139,466+12.9% |
| Participation rate | 53.8% | 78.1%-24.3pp | 76.0%-22.1pp | 80.3%-26.5pp |
| Annual return | 15.46% | 26.42%-11.0pp | 25.88%-10.4pp | 373.66%-358.2pp |
| Employer contribution / active EE | $431 | $3,620-88.1% | $2,965-85.5% | $4,754-90.9% |
| Participant deferral / active EE | $2,143 | $5,547-61.4% | $4,851-55.8% | $6,712-68.1% |
| Admin fee / account holder | $7,357 | $11,599-36.6% | $8,253-10.9% | $11,409-35.5% |