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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 | $157,566 | $124,425+26.6% | $112,040+40.6% | $137,256+14.8% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 20.29% | 24.72%-4.4pp | 24.52%-4.2pp | 220.34%-200.1pp |
| Employer contribution / active EE | $582 | $3,411-82.9% | $2,954-80.3% | $4,156-86.0% |
| Participant deferral / active EE | $7,209 | $5,718+26.1% | $5,098+41.4% | $6,407+12.5% |
| Admin fee / account holder | $2,375 | $15,207-84.4% | $12,098-80.4% | $12,270-80.6% |