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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 | $217,721 | $114,119+90.8% | $107,187+103.1% | $138,895+56.8% |
| Participation rate | 8.3% | 78.1%-69.7pp | 75.0%-66.7pp | 79.9%-71.6pp |
| Annual return | 16.83% | 273.21%-256.4pp | 204.55%-187.7pp | 145.39%-128.6pp |
| Employer contribution / active EE | $347 | $4,059-91.5% | $3,782-90.8% | $4,194-91.7% |
| Participant deferral / active EE | $2,081 | $5,538-62.4% | $5,096-59.2% | $6,396-67.5% |
| Admin fee / account holder | $4,201 | $10,024-58.1% | $9,162-54.1% | $12,562-66.6% |