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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 | $172,733 | $96,524+79.0% | $75,900+127.6% | $152,909+13.0% |
| Participation rate | 68.2% | 76.2%-8.0pp | 69.3%-1.1pp | 82.5%-14.3pp |
| Annual return | 19.33% | 33.93%-14.6pp | 30.73%-11.4pp | 345.46%-326.1pp |
| Employer contribution / active EE | $387 | $3,311-88.3% | $2,501-84.5% | $4,764-91.9% |
| Participant deferral / active EE | $4,359 | $4,554-4.3% | $3,604+21.0% | $5,851-25.5% |
| Admin fee / account holder | $1,765 | $8,082-78.2% | $5,421-67.4% | $11,601-84.8% |