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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 | $218,341 | $123,000+77.5% | $105,582+106.8% | $198,609+9.9% |
| Participation rate | 45.5% | 76.8%-31.3pp | 71.8%-26.3pp | 82.4%-36.9pp |
| Annual return | 7.83% | 18.31%-10.5pp | 18.61%-10.8pp | 202.70%-194.9pp |
| Employer contribution / active EE | $913 | $3,582-74.5% | $2,984-69.4% | $5,055-81.9% |
| Participant deferral / active EE | $2,101 | $5,013-58.1% | $4,353-51.7% | $6,977-69.9% |
| Admin fee / account holder | $9,003 | $16,254-44.6% | $12,856-30.0% | $19,030-52.7% |