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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 | $210,566 | $126,661+66.2% | $113,397+85.7% | $138,895+51.6% |
| Participation rate | 68.8% | 79.4%-10.7pp | 76.5%-7.7pp | 79.9%-11.2pp |
| Annual return | 11.85% | 25.05%-13.2pp | 23.20%-11.4pp | 145.39%-133.5pp |
| Employer contribution / active EE | $697 | $3,456-79.8% | $2,977-76.6% | $4,194-83.4% |
| Participant deferral / active EE | $3,835 | $5,693-32.6% | $5,076-24.5% | $6,396-40.0% |
| Admin fee / account holder | $15,197 | $14,549+4.5% | $11,957+27.1% | $12,562+21.0% |