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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 | $233,491 | $165,381+41.2% | $149,730+55.9% | $158,966+46.9% |
| Participation rate | 44.4% | 84.6%-40.1pp | 82.5%-38.0pp | 82.0%-37.5pp |
| Annual return | 19.18% | 348.29%-329.1pp | 276.70%-257.5pp | 302.95%-283.8pp |
| Employer contribution / active EE | $457 | $5,104-91.1% | $4,645-90.2% | $4,762-90.4% |
| Participant deferral / active EE | $5,590 | $7,182-22.2% | $6,843-18.3% | $5,983-6.6% |
| Admin fee / account holder | $541 | $10,809-95.0% | $9,310-94.2% | $11,250-95.2% |