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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 | $193,145 | $73,978+161.1% | $96,515+100.1% | $75,173+156.9% |
| Participation rate | 27.8% | 66.4%-38.7pp | 74.3%-46.6pp | 67.2%-39.4pp |
| Annual return | 18.23% | 26.72%-8.5pp | 35.73%-17.5pp | 160.72%-142.5pp |
| Employer contribution / active EE | $378 | $2,931-87.1% | $3,740-89.9% | $2,671-85.9% |
| Participant deferral / active EE | $1,511 | $3,660-58.7% | $4,880-69.0% | $4,126-63.4% |
| Admin fee / account holder | $30,086 | $5,219+476.5% | $6,735+346.7% | $5,651+432.4% |