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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 | $182,618 | $110,379+65.4% | $102,412+78.3% | $145,884+25.2% |
| Participation rate | 36.4% | 77.9%-41.6pp | 74.5%-38.1pp | 80.3%-43.9pp |
| Annual return | 12.14% | 24.84%-12.7pp | 24.94%-12.8pp | 551.85%-539.7pp |
| Employer contribution / active EE | $507 | $4,216-88.0% | $3,870-86.9% | $4,662-89.1% |
| Participant deferral / active EE | $5,887 | $5,622+4.7% | $5,060+16.3% | $6,690-12.0% |
| Admin fee / account holder | $1,444 | $9,745-85.2% | $8,388-82.8% | $13,392-89.2% |