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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 | $228,964 | $92,798+146.7% | $96,707+136.8% | $137,256+66.8% |
| Participation rate | 66.7% | 81.6%-15.0pp | 80.4%-13.7pp | 80.0%-13.3pp |
| Annual return | 20.66% | 31.24%-10.6pp | 34.78%-14.1pp | 220.34%-199.7pp |
| Employer contribution / active EE | $933 | $4,147-77.5% | $4,191-77.7% | $4,156-77.5% |
| Participant deferral / active EE | $13,492 | $5,877+129.6% | $5,997+125.0% | $6,407+110.6% |
| Admin fee / account holder | $2,359 | $7,946-70.3% | $7,503-68.6% | $12,270-80.8% |