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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 | $223,090 | $108,825+105.0% | $156,181+42.8% | $82,448+170.6% |
| Participation rate | 38.5% | 72.4%-33.9pp | 78.8%-40.4pp | 68.1%-29.6pp |
| Annual return | 14.97% | 20.59%-5.6pp | 64.87%-49.9pp | 41.64%-26.7pp |
| Employer contribution / active EE | $235 | $2,870-91.8% | $4,294-94.5% | $2,551-90.8% |
| Participant deferral / active EE | $2,858 | $4,577-37.6% | $6,132-53.4% | $4,139-31.0% |
| Admin fee / account holder | $5,908 | $9,341-36.7% | $14,586-59.5% | $7,234-18.3% |