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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 | $186,147 | $112,729+65.1% | $98,716+88.6% | $137,256+35.6% |
| Participation rate | 36.4% | 74.2%-37.9pp | 69.3%-32.9pp | 80.0%-43.6pp |
| Annual return | 11.46% | 38.48%-27.0pp | 31.81%-20.4pp | 220.34%-208.9pp |
| Employer contribution / active EE | $172 | $2,725-93.7% | $2,279-92.4% | $4,156-95.9% |
| Participant deferral / active EE | $1,615 | $4,640-65.2% | $4,048-60.1% | $6,407-74.8% |
| Admin fee / account holder | $20,664 | $10,129+104.0% | $8,703+137.4% | $12,270+68.4% |