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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 | $219,264 | $174,379+25.7% | $152,093+44.2% | $138,895+57.9% |
| Participation rate | 28.6% | 81.6%-53.1pp | 77.8%-49.2pp | 79.9%-51.3pp |
| Annual return | 13.81% | 74.86%-61.1pp | 66.36%-52.6pp | 145.39%-131.6pp |
| Employer contribution / active EE | $622 | $4,652-86.6% | $4,175-85.1% | $4,194-85.2% |
| Participant deferral / active EE | $3,974 | $6,159-35.5% | $5,451-27.1% | $6,396-37.9% |
| Admin fee / account holder | $2,403 | $16,880-85.8% | $14,497-83.4% | $12,562-80.9% |