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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 | $103,981 | $58,311+78.3% | $81,882+27.0% | $80,959+28.4% |
| Participation rate | 43.2% | 63.5%-20.2pp | 72.4%-29.1pp | 67.7%-24.4pp |
| Annual return | 16.88% | 41.85%-25.0pp | 779.47%-762.6pp | 35.67%-18.8pp |
| Employer contribution / active EE | $182 | $2,347-92.2% | $2,916-93.7% | $2,757-93.4% |
| Participant deferral / active EE | $5,011 | $3,287+52.5% | $4,323+15.9% | $4,300+16.5% |
| Admin fee / account holder | $4,375 | $4,752-7.9% | $7,360-40.6% | $6,925-36.8% |