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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 | $187,784 | $106,247+76.7% | $96,515+94.6% | $139,466+34.6% |
| Participation rate | 20.0% | 77.8%-57.8pp | 74.3%-54.3pp | 80.3%-60.3pp |
| Annual return | 13.88% | 38.47%-24.6pp | 35.73%-21.9pp | 373.66%-359.8pp |
| Employer contribution / active EE | $600 | $4,106-85.4% | $3,740-84.0% | $4,754-87.4% |
| Participant deferral / active EE | $6,094 | $5,456+11.7% | $4,880+24.9% | $6,712-9.2% |
| Admin fee / account holder | $705 | $7,885-91.1% | $6,735-89.5% | $11,409-93.8% |