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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 | $203,226 | $153,769+32.2% | $133,975+51.7% | $273,972-25.8% |
| Participation rate | 37.5% | 88.4%-50.9pp | 87.1%-49.6pp | 83.0%-45.5pp |
| Annual return | 6.47% | 36.51%-30.0pp | 29.29%-22.8pp | 41.46%-35.0pp |
| Employer contribution / active EE | $1,005 | $6,029-83.3% | $5,211-80.7% | $4,869-79.4% |
| Participant deferral / active EE | $4,673 | $6,958-32.8% | $6,282-25.6% | $5,287-11.6% |
| Admin fee / account holder | $512 | $11,765-95.6% | $9,324-94.5% | $10,133-94.9% |