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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 | $136,860+75.6% | $120,344+99.7% | $154,746+55.3% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.7%-26.7pp | 80.7%-30.7pp |
| Annual return | 20.62% | 21.38%-0.8pp | 20.30%+0.3pp | 172.34%-151.7pp |
| Employer contribution / active EE | $375 | $3,533-89.4% | $3,020-87.6% | $4,379-91.4% |
| Participant deferral / active EE | $2,120 | $5,793-63.4% | $5,135-58.7% | $6,730-68.5% |
| Admin fee / account holder | $3,112 | $15,393-79.8% | $12,742-75.6% | $14,365-78.3% |