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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 | $191,316 | $110,212+73.6% | $96,534+98.2% | $139,466+37.2% |
| Participation rate | 58.3% | 78.1%-19.8pp | 76.0%-17.6pp | 80.3%-22.0pp |
| Annual return | 20.28% | 26.42%-6.1pp | 25.88%-5.6pp | 373.66%-353.4pp |
| Employer contribution / active EE | $491 | $3,620-86.4% | $2,965-83.4% | $4,754-89.7% |
| Participant deferral / active EE | $2,600 | $5,547-53.1% | $4,851-46.4% | $6,712-61.3% |
| Admin fee / account holder | $4,747 | $11,599-59.1% | $8,253-42.5% | $11,409-58.4% |