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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 | $182,044 | $110,410+64.9% | $102,437+77.7% | $145,897+24.8% |
| Participation rate | 46.2% | 77.9%-31.8pp | 74.5%-28.4pp | 80.3%-34.2pp |
| Annual return | 13.95% | 24.85%-10.9pp | 24.95%-11.0pp | 552.29%-538.3pp |
| Employer contribution / active EE | $674 | $4,217-84.0% | $3,871-82.6% | $4,663-85.5% |
| Participant deferral / active EE | $4,480 | $5,622-20.3% | $5,060-11.5% | $6,689-33.0% |
| Admin fee / account holder | $11,394 | $9,745+16.9% | $8,388+35.8% | $13,390-14.9% |