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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 | $234,826 | $174,379+34.7% | $152,093+54.4% | $138,895+69.1% |
| Participation rate | 34.8% | 81.6%-46.9pp | 77.8%-43.0pp | 79.9%-45.1pp |
| Annual return | 13.81% | 74.86%-61.0pp | 66.36%-52.5pp | 145.39%-131.6pp |
| Employer contribution / active EE | $642 | $4,652-86.2% | $4,175-84.6% | $4,194-84.7% |
| Participant deferral / active EE | $2,319 | $6,159-62.4% | $5,451-57.5% | $6,396-63.7% |
| Admin fee / account holder | $1,043 | $16,880-93.8% | $14,497-92.8% | $12,562-91.7% |