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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 | $137,822 | $117,895+16.9% | $102,460+34.5% | $145,897-5.5% |
| Participation rate | 68.8% | 78.6%-9.9pp | 76.5%-7.8pp | 80.3%-11.6pp |
| Annual return | 13.74% | 31.92%-18.2pp | 29.47%-15.7pp | 552.29%-538.6pp |
| Employer contribution / active EE | $739 | $3,619-79.6% | $3,025-75.6% | $4,663-84.1% |
| Participant deferral / active EE | $4,092 | $5,736-28.7% | $5,056-19.1% | $6,689-38.8% |
| Admin fee / account holder | $3,177 | $13,353-76.2% | $9,460-66.4% | $13,390-76.3% |