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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 | $161,971 | $89,259+81.5% | $107,187+51.1% | $82,637+96.0% |
| Participation rate | 50.0% | 67.9%-17.9pp | 75.0%-25.0pp | 68.1%-18.1pp |
| Annual return | 15.34% | 21.02%-5.7pp | 204.55%-189.2pp | 53.51%-38.2pp |
| Employer contribution / active EE | $500 | $3,080-83.8% | $3,782-86.8% | $2,552-80.4% |
| Participant deferral / active EE | $4,577 | $4,037+13.4% | $5,096-10.2% | $4,126+10.9% |
| Admin fee / account holder | $5,425 | $7,381-26.5% | $9,162-40.8% | $7,339-26.1% |