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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 | $217,477 | $167,415+29.9% | $140,514+54.8% | $198,609+9.5% |
| Participation rate | 58.8% | 80.9%-22.1pp | 77.8%-19.0pp | 82.4%-23.6pp |
| Annual return | 16.78% | 13.85%+2.9pp | 14.36%+2.4pp | 202.70%-185.9pp |
| Employer contribution / active EE | $527 | $4,088-87.1% | $3,378-84.4% | $5,055-89.6% |
| Participant deferral / active EE | $2,342 | $5,579-58.0% | $4,919-52.4% | $6,977-66.4% |
| Admin fee / account holder | $2,154 | $16,730-87.1% | $13,697-84.3% | $19,030-88.7% |