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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 | $227,863 | $138,312+64.7% | $122,979+85.3% | $155,188+46.8% |
| Participation rate | 66.7% | 80.2%-13.5pp | 77.2%-10.5pp | 80.8%-14.1pp |
| Annual return | 15.11% | 22.06%-7.0pp | 20.12%-5.0pp | 148.84%-133.7pp |
| Employer contribution / active EE | $780 | $3,530-77.9% | $3,062-74.5% | $4,248-81.6% |
| Participant deferral / active EE | $1,950 | $5,592-65.1% | $5,003-61.0% | $6,531-70.1% |
| Admin fee / account holder | $3,199 | $15,089-78.8% | $12,864-75.1% | $14,480-77.9% |