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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 | $181,062+37.8% | $158,223+57.6% | $155,188+60.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 16.92% | 57.39%-40.5pp | 52.09%-35.2pp | 148.84%-131.9pp |
| Employer contribution / active EE | $752 | $4,565-83.5% | $4,109-81.7% | $4,248-82.3% |
| Participant deferral / active EE | $11,557 | $6,134+88.4% | $5,467+111.4% | $6,531+76.9% |
| Admin fee / account holder | $1,143 | $18,825-93.9% | $16,047-92.9% | $14,480-92.1% |