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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 | $176,222 | $123,155+43.1% | $108,753+62.0% | $155,188+13.6% |
| Participation rate | 37.5% | 75.6%-38.1pp | 71.1%-33.6pp | 80.8%-43.3pp |
| Annual return | 10.28% | 44.73%-34.5pp | 37.47%-27.2pp | 148.84%-138.6pp |
| Employer contribution / active EE | $322 | $2,811-88.5% | $2,427-86.7% | $4,248-92.4% |
| Participant deferral / active EE | $6,085 | $4,623+31.6% | $4,115+47.9% | $6,531-6.8% |
| Admin fee / account holder | $1,952 | $12,126-83.9% | $10,320-81.1% | $14,480-86.5% |