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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 | $194,162 | $123,793+56.8% | $177,840+9.2% | $79,852+143.2% |
| Participation rate | 55.2% | 84.7%-29.5pp | 87.7%-32.5pp | 69.6%-14.5pp |
| Annual return | 11.76% | 22.82%-11.1pp | 48.32%-36.6pp | 31.72%-20.0pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,169 | $5,956+3.6% | $7,714-20.0% | $3,740+64.9% |
| Admin fee / account holder | $7,597 | $7,243+4.9% | $12,431-38.9% | $5,306+43.2% |