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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 | $125,325 | $91,559+36.9% | $133,959-6.4% | $79,858+56.9% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-3.0pp |
| Annual return | 13.01% | 61.85%-48.8pp | 45.09%-32.1pp | 31.72%-18.7pp |
| Employer contribution / active EE | $490 | $2,384-79.4% | $3,919-87.5% | $2,471-80.2% |
| Participant deferral / active EE | $5,120 | $3,734+37.1% | $5,047+1.4% | $3,740+36.9% |
| Admin fee / account holder | $22,055 | $6,321+248.9% | $8,928+147.0% | $5,306+315.7% |