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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 | $161,144 | $110,240+46.2% | $96,544+66.9% | $139,487+15.5% |
| Participation rate | 54.5% | 78.1%-23.6pp | 76.0%-21.4pp | 80.3%-25.8pp |
| Annual return | 14.80% | 26.41%-11.6pp | 25.88%-11.1pp | 373.84%-359.0pp |
| Employer contribution / active EE | $538 | $3,622-85.1% | $2,966-81.9% | $4,755-88.7% |
| Participant deferral / active EE | $2,153 | $5,549-61.2% | $4,851-55.6% | $6,713-67.9% |
| Admin fee / account holder | $4,275 | $11,602-63.2% | $8,254-48.2% | $11,407-62.5% |