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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 | $125,701 | $86,288+45.7% | $111,306+12.9% | $85,851+46.4% |
| Participation rate | 37.3% | 73.3%-36.1pp | 77.3%-40.1pp | 69.3%-32.1pp |
| Annual return | 16.52% | 19.99%-3.5pp | 54.67%-38.1pp | 318.63%-302.1pp |
| Employer contribution / active EE | $365 | $2,044-82.1% | $2,732-86.6% | $2,565-85.8% |
| Participant deferral / active EE | $1,993 | $3,641-45.3% | $4,488-55.6% | $3,952-49.6% |
| Admin fee / account holder | $2,858 | $8,189-65.1% | $7,966-64.1% | $6,261-54.4% |