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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 | $164,200 | $106,974+53.5% | $90,796+80.8% | $138,895+18.2% |
| Participation rate | 23.8% | 74.9%-51.1pp | 69.5%-45.7pp | 79.9%-56.1pp |
| Annual return | 11.39% | 20.10%-8.7pp | 19.29%-7.9pp | 145.39%-134.0pp |
| Employer contribution / active EE | $154 | $2,609-94.1% | $2,294-93.3% | $4,194-96.3% |
| Participant deferral / active EE | $1,945 | $4,455-56.3% | $3,822-49.1% | $6,396-69.6% |
| Admin fee / account holder | $3,646 | $8,626-57.7% | $7,024-48.1% | $12,562-71.0% |