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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 | $228,848 | $154,228+48.4% | $145,433+57.4% | $137,256+66.7% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 18.86% | 74.59%-55.7pp | 66.58%-47.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $426 | $4,804-91.1% | $4,554-90.6% | $4,156-89.7% |
| Participant deferral / active EE | $2,619 | $8,216-68.1% | $7,897-66.8% | $6,407-59.1% |
| Admin fee / account holder | $7,604 | $14,344-47.0% | $13,129-42.1% | $12,270-38.0% |