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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 | $227,976 | $139,948+62.9% | $121,663+87.4% | $154,746+47.3% |
| Participation rate | 23.1% | 78.0%-54.9pp | 74.5%-51.4pp | 80.7%-57.6pp |
| Annual return | 14.55% | 230.52%-216.0pp | 147.54%-133.0pp | 172.34%-157.8pp |
| Employer contribution / active EE | $542 | $3,521-84.6% | $3,020-82.1% | $4,379-87.6% |
| Participant deferral / active EE | $1,935 | $5,629-65.6% | $4,887-60.4% | $6,730-71.3% |
| Admin fee / account holder | $843 | $17,321-95.1% | $14,289-94.1% | $14,365-94.1% |