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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 | $115,225+52.9% | $100,712+75.0% | $138,895+26.9% |
| Participation rate | 37.5% | 74.3%-36.8pp | 69.3%-31.8pp | 79.9%-42.4pp |
| Annual return | 10.28% | 40.35%-30.1pp | 33.27%-23.0pp | 145.39%-135.1pp |
| Employer contribution / active EE | $322 | $2,771-88.4% | $2,313-86.1% | $4,194-92.3% |
| Participant deferral / active EE | $6,085 | $4,699+29.5% | $4,085+48.9% | $6,396-4.9% |
| Admin fee / account holder | $1,952 | $10,844-82.0% | $9,256-78.9% | $12,562-84.5% |