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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 | $175,952 | $114,119+54.2% | $107,187+64.2% | $138,895+26.7% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 79.9%-17.4pp |
| Annual return | 15.80% | 273.21%-257.4pp | 204.55%-188.7pp | 145.39%-129.6pp |
| Employer contribution / active EE | $288 | $4,059-92.9% | $3,782-92.4% | $4,194-93.1% |
| Participant deferral / active EE | $3,432 | $5,538-38.0% | $5,096-32.7% | $6,396-46.3% |
| Admin fee / account holder | $2,649 | $10,024-73.6% | $9,162-71.1% | $12,562-78.9% |