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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 | $178,850 | $101,763+75.8% | $164,866+8.5% | $80,874+121.1% |
| Participation rate | 37.9% | 71.8%-33.9pp | 78.6%-40.7pp | 67.6%-29.7pp |
| Annual return | 10.78% | 16.73%-6.0pp | 69.97%-59.2pp | 35.62%-24.8pp |
| Employer contribution / active EE | $483 | $2,954-83.7% | $4,343-88.9% | $2,756-82.5% |
| Participant deferral / active EE | $3,090 | $4,477-31.0% | $6,033-48.8% | $4,297-28.1% |
| Admin fee / account holder | $6,909 | $8,228-16.0% | $12,689-45.6% | $6,935-0.4% |