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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 | $153,328 | $117,904+30.0% | $102,457+49.7% | $145,978+5.0% |
| Participation rate | 42.9% | 78.6%-35.7pp | 76.5%-33.6pp | 80.3%-37.4pp |
| Annual return | 17.29% | 31.80%-14.5pp | 29.41%-12.1pp | 550.52%-533.2pp |
| Employer contribution / active EE | $540 | $3,613-85.1% | $3,022-82.1% | $4,662-88.4% |
| Participant deferral / active EE | $5,228 | $5,733-8.8% | $5,054+3.4% | $6,690-21.8% |
| Admin fee / account holder | $5,871 | $13,329-56.0% | $9,451-37.9% | $13,400-56.2% |