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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 | $200,442 | $123,793+61.9% | $177,848+12.7% | $79,856+151.0% |
| Participation rate | 48.4% | 84.7%-36.3pp | 87.7%-39.3pp | 69.6%-21.3pp |
| Annual return | 21.47% | 22.82%-1.3pp | 48.33%-26.9pp | 31.71%-10.2pp |
| Employer contribution / active EE | $1,046 | $4,095-74.5% | $5,919-82.3% | $2,471-57.7% |
| Participant deferral / active EE | $3,903 | $5,956-34.5% | $7,714-49.4% | $3,741+4.3% |
| Admin fee / account holder | $2,317 | $7,243-68.0% | $12,431-81.4% | $5,306-56.3% |