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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 | $226,989 | $126,661+79.2% | $113,397+100.2% | $138,895+63.4% |
| Participation rate | 44.4% | 79.4%-35.0pp | 76.5%-32.1pp | 79.9%-35.5pp |
| Annual return | 15.68% | 25.05%-9.4pp | 23.20%-7.5pp | 145.39%-129.7pp |
| Employer contribution / active EE | $642 | $3,456-81.4% | $2,977-78.4% | $4,194-84.7% |
| Participant deferral / active EE | $2,654 | $5,693-53.4% | $5,076-47.7% | $6,396-58.5% |
| Admin fee / account holder | $13,377 | $14,549-8.1% | $11,957+11.9% | $12,562+6.5% |