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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 | $209,132 | $92,798+125.4% | $96,707+116.3% | $137,256+52.4% |
| Participation rate | 40.0% | 81.6%-41.6pp | 80.4%-40.4pp | 80.0%-40.0pp |
| Annual return | 20.04% | 31.24%-11.2pp | 34.78%-14.7pp | 220.34%-200.3pp |
| Employer contribution / active EE | $154 | $4,147-96.3% | $4,191-96.3% | $4,156-96.3% |
| Participant deferral / active EE | $1,536 | $5,877-73.9% | $5,997-74.4% | $6,407-76.0% |
| Admin fee / account holder | $421 | $7,946-94.7% | $7,503-94.4% | $12,270-96.6% |