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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 | $119,522 | $99,994+19.5% | $146,643-18.5% | $85,847+39.2% |
| Participation rate | 57.6% | 73.1%-15.5pp | 80.1%-22.5pp | 69.3%-11.7pp |
| Annual return | 14.25% | 18.93%-4.7pp | 22.75%-8.5pp | 318.61%-304.4pp |
| Employer contribution / active EE | $539 | $2,559-78.9% | $4,137-87.0% | $2,565-79.0% |
| Participant deferral / active EE | $2,165 | $4,006-46.0% | $5,506-60.7% | $3,952-45.2% |
| Admin fee / account holder | $9,924 | $7,703+28.8% | $10,280-3.5% | $6,261+58.5% |