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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 | $183,584 | $89,370+105.4% | $141,197+30.0% | $72,976+151.6% |
| Participation rate | 56.4% | 75.1%-18.7pp | 82.5%-26.1pp | 69.5%-13.1pp |
| Annual return | 24.84% | 111.88%-87.0pp | 71.41%-46.6pp | 81.02%-56.2pp |
| Employer contribution / active EE | $451 | $3,115-85.5% | $4,736-90.5% | $2,440-81.5% |
| Participant deferral / active EE | $2,892 | $5,419-46.6% | $6,710-56.9% | $3,608-19.9% |
| Admin fee / account holder | $2,158 | $5,957-63.8% | $10,265-79.0% | $5,124-57.9% |