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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 | $209,638 | $162,812+28.8% | $133,971+56.5% | $158,966+31.9% |
| Participation rate | 62.5% | 83.2%-20.7pp | 79.8%-17.3pp | 82.0%-19.5pp |
| Annual return | 11.29% | 41.94%-30.7pp | 45.09%-33.8pp | 302.95%-291.7pp |
| Employer contribution / active EE | $416 | $4,976-91.6% | $3,919-89.4% | $4,762-91.3% |
| Participant deferral / active EE | $6,094 | $5,910+3.1% | $5,047+20.7% | $5,983+1.9% |
| Admin fee / account holder | $7,388 | $11,741-37.1% | $8,929-17.3% | $11,250-34.3% |