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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 | $238,788 | $117,904+102.5% | $102,457+133.1% | $145,978+63.6% |
| Participation rate | 36.4% | 78.6%-42.2pp | 76.5%-40.1pp | 80.3%-43.9pp |
| Annual return | 15.37% | 31.80%-16.4pp | 29.41%-14.0pp | 550.52%-535.1pp |
| Employer contribution / active EE | $584 | $3,613-83.8% | $3,022-80.7% | $4,662-87.5% |
| Participant deferral / active EE | $2,554 | $5,733-55.4% | $5,054-49.5% | $6,690-61.8% |
| Admin fee / account holder | $11,267 | $13,329-15.5% | $9,451+19.2% | $13,400-15.9% |