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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 | $192,836 | $88,370+118.2% | $112,977+70.7% | $79,852+141.5% |
| Participation rate | 43.8% | 76.8%-33.0pp | 82.6%-38.8pp | 69.6%-25.9pp |
| Annual return | 18.37% | 23.16%-4.8pp | 24.24%-5.9pp | 31.72%-13.3pp |
| Employer contribution / active EE | $823 | $3,398-75.8% | $4,255-80.7% | $2,471-66.7% |
| Participant deferral / active EE | $2,381 | $4,536-47.5% | $5,836-59.2% | $3,740-36.4% |
| Admin fee / account holder | $30,445 | $5,750+429.5% | $6,294+383.7% | $5,306+473.8% |