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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 | $176,901 | $114,119+55.0% | $107,187+65.0% | $138,895+27.4% |
| Participation rate | 63.6% | 78.1%-14.4pp | 75.0%-11.4pp | 79.9%-16.3pp |
| Annual return | 13.80% | 273.21%-259.4pp | 204.55%-190.7pp | 145.39%-131.6pp |
| Employer contribution / active EE | $581 | $4,059-85.7% | $3,782-84.6% | $4,194-86.1% |
| Participant deferral / active EE | $4,070 | $5,538-26.5% | $5,096-20.1% | $6,396-36.4% |
| Admin fee / account holder | $9,655 | $10,024-3.7% | $9,162+5.4% | $12,562-23.1% |