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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 | $176,988 | $117,829+50.2% | $102,423+72.8% | $145,877+21.3% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 10.08% | 31.83%-21.8pp | 29.42%-19.3pp | 551.28%-541.2pp |
| Employer contribution / active EE | $263 | $3,615-92.7% | $3,023-91.3% | $4,663-94.4% |
| Participant deferral / active EE | $4,071 | $5,732-29.0% | $5,054-19.5% | $6,691-39.2% |
| Admin fee / account holder | $6,344 | $13,335-52.4% | $9,455-32.9% | $13,402-52.7% |