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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 | $147,377 | $110,379+33.5% | $102,412+43.9% | $145,884+1.0% |
| Participation rate | 34.8% | 77.9%-43.1pp | 74.5%-39.7pp | 80.3%-45.5pp |
| Annual return | 15.19% | 24.84%-9.7pp | 24.94%-9.8pp | 551.85%-536.7pp |
| Employer contribution / active EE | $674 | $4,216-84.0% | $3,870-82.6% | $4,662-85.6% |
| Participant deferral / active EE | $1,547 | $5,622-72.5% | $5,060-69.4% | $6,690-76.9% |
| Admin fee / account holder | $25,108 | $9,745+157.6% | $8,388+199.3% | $13,392+87.5% |