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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 | $182,774 | $106,280+72.0% | $96,538+89.3% | $139,487+31.0% |
| Participation rate | 41.7% | 77.8%-36.2pp | 74.3%-32.7pp | 80.3%-38.7pp |
| Annual return | 17.34% | 38.48%-21.1pp | 35.74%-18.4pp | 373.84%-356.5pp |
| Employer contribution / active EE | $694 | $4,107-83.1% | $3,740-81.5% | $4,755-85.4% |
| Participant deferral / active EE | $4,095 | $5,457-25.0% | $4,880-16.1% | $6,713-39.0% |
| Admin fee / account holder | $1,034 | $7,888-86.9% | $6,737-84.7% | $11,407-90.9% |