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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 | $182,111 | $117,846+54.5% | $102,434+77.8% | $145,884+24.8% |
| Participation rate | 41.7% | 78.6%-37.0pp | 76.5%-34.8pp | 80.3%-38.6pp |
| Annual return | 22.07% | 31.90%-9.8pp | 29.46%-7.4pp | 551.85%-529.8pp |
| Employer contribution / active EE | $554 | $3,615-84.7% | $3,023-81.7% | $4,662-88.1% |
| Participant deferral / active EE | $3,296 | $5,733-42.5% | $5,055-34.8% | $6,690-50.7% |
| Admin fee / account holder | $1,917 | $13,356-85.7% | $9,462-79.7% | $13,392-85.7% |