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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 | $249,413 | $172,111+44.9% | $150,298+65.9% | $137,256+81.7% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 16.92% | 69.37%-52.5pp | 62.79%-45.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $752 | $4,636-83.8% | $4,154-81.9% | $4,156-81.9% |
| Participant deferral / active EE | $11,557 | $6,166+87.4% | $5,453+111.9% | $6,407+80.4% |
| Admin fee / account holder | $1,143 | $16,471-93.1% | $14,116-91.9% | $12,270-90.7% |