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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 | $240,348 | $124,425+93.2% | $112,040+114.5% | $137,256+75.1% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 20.62% | 24.72%-4.1pp | 24.52%-3.9pp | 220.34%-199.7pp |
| Employer contribution / active EE | $375 | $3,411-89.0% | $2,954-87.3% | $4,156-91.0% |
| Participant deferral / active EE | $2,120 | $5,718-62.9% | $5,098-58.4% | $6,407-66.9% |
| Admin fee / account holder | $3,112 | $15,207-79.5% | $12,098-74.3% | $12,270-74.6% |