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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 | $223,698 | $117,895+89.7% | $102,460+118.3% | $145,897+53.3% |
| Participation rate | 53.8% | 78.6%-24.8pp | 76.5%-22.7pp | 80.3%-26.5pp |
| Annual return | 17.94% | 31.92%-14.0pp | 29.47%-11.5pp | 552.29%-534.3pp |
| Employer contribution / active EE | $492 | $3,619-86.4% | $3,025-83.7% | $4,663-89.4% |
| Participant deferral / active EE | $2,541 | $5,736-55.7% | $5,056-49.8% | $6,689-62.0% |
| Admin fee / account holder | $7,412 | $13,353-44.5% | $9,460-21.6% | $13,390-44.6% |