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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 | $176,116 | $93,617+88.1% | $135,982+29.5% | $75,177+134.3% |
| Participation rate | 62.9% | 75.2%-12.3pp | 81.9%-19.1pp | 67.2%-4.3pp |
| Annual return | 22.14% | 30.89%-8.7pp | 68.32%-46.2pp | 160.75%-138.6pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,023 | $6,406-6.0% | $7,760-22.4% | $4,126+46.0% |
| Admin fee / account holder | $2,205 | $6,980-68.4% | $10,767-79.5% | $5,651-61.0% |