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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 | $192,589 | $80,992+137.8% | $96,534+99.5% | $75,173+156.2% |
| Participation rate | 60.0% | 71.8%-11.8pp | 76.0%-16.0pp | 67.2%-7.2pp |
| Annual return | 17.18% | 27.05%-9.9pp | 25.88%-8.7pp | 160.72%-143.5pp |
| Employer contribution / active EE | $589 | $2,283-74.2% | $2,965-80.1% | $2,671-77.9% |
| Participant deferral / active EE | $4,207 | $3,929+7.1% | $4,851-13.3% | $4,126+2.0% |
| Admin fee / account holder | $15,096 | $6,717+124.7% | $8,253+82.9% | $5,651+167.2% |