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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 | $126,916 | $99,994+26.9% | $146,643-13.5% | $85,847+47.8% |
| Participation rate | 56.1% | 73.1%-17.0pp | 80.1%-24.0pp | 69.3%-13.2pp |
| Annual return | 25.46% | 18.93%+6.5pp | 22.75%+2.7pp | 318.61%-293.2pp |
| Employer contribution / active EE | $352 | $2,559-86.2% | $4,137-91.5% | $2,565-86.3% |
| Participant deferral / active EE | $4,918 | $4,006+22.8% | $5,506-10.7% | $3,952+24.4% |
| Admin fee / account holder | $1,998 | $7,703-74.1% | $10,280-80.6% | $6,261-68.1% |