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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 | $232,888 | $162,785+43.1% | $133,959+73.9% | $158,950+46.5% |
| Participation rate | 37.5% | 83.2%-45.7pp | 79.8%-42.3pp | 82.0%-44.5pp |
| Annual return | 20.46% | 41.94%-21.5pp | 45.09%-24.6pp | 302.91%-282.4pp |
| Employer contribution / active EE | $699 | $4,975-86.0% | $3,919-82.2% | $4,762-85.3% |
| Participant deferral / active EE | $3,867 | $5,910-34.6% | $5,047-23.4% | $5,983-35.4% |
| Admin fee / account holder | $3,771 | $11,738-67.9% | $8,928-57.8% | $11,248-66.5% |