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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 | $133,854 | $55,684+140.4% | $75,900+76.4% | $72,976+83.4% |
| Participation rate | 56.8% | 61.1%-4.4pp | 69.3%-12.5pp | 69.5%-12.7pp |
| Annual return | 17.68% | 27.60%-9.9pp | 30.73%-13.0pp | 81.02%-63.3pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,185 | $2,634+20.9% | $3,604-11.6% | $3,608-11.7% |
| Admin fee / account holder | $847 | $3,981-78.7% | $5,421-84.4% | $5,124-83.5% |