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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 | $198,637 | $176,838+12.3% | $146,685+35.4% | $167,518+18.6% |
| Participation rate | 69.2% | 83.6%-14.4pp | 80.1%-10.8pp | 82.1%-12.9pp |
| Annual return | 12.08% | 24.04%-12.0pp | 22.75%-10.7pp | 478.71%-466.6pp |
| Employer contribution / active EE | $720 | $5,161-86.0% | $4,137-82.6% | $4,838-85.1% |
| Participant deferral / active EE | $4,238 | $6,441-34.2% | $5,507-23.0% | $6,342-33.2% |
| Admin fee / account holder | $8,077 | $13,262-39.1% | $10,281-21.4% | $12,312-34.4% |