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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 | $165,027 | $73,955+123.1% | $96,520+71.0% | $75,181+119.5% |
| Participation rate | 23.1% | 66.4%-43.3pp | 74.3%-51.3pp | 67.2%-44.1pp |
| Annual return | 22.95% | 26.72%-3.8pp | 35.72%-12.8pp | 160.69%-137.7pp |
| Employer contribution / active EE | $706 | $2,930-75.9% | $3,739-81.1% | $2,671-73.5% |
| Participant deferral / active EE | $1,853 | $3,659-49.4% | $4,879-62.0% | $4,126-55.1% |
| Admin fee / account holder | $21,636 | $5,217+314.7% | $6,733+221.3% | $5,650+283.0% |