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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 | $166,454 | $73,978+125.0% | $96,515+72.5% | $75,173+121.4% |
| Participation rate | 61.1% | 66.4%-5.3pp | 74.3%-13.2pp | 67.2%-6.1pp |
| Annual return | 15.11% | 26.72%-11.6pp | 35.73%-20.6pp | 160.72%-145.6pp |
| Employer contribution / active EE | $670 | $2,931-77.1% | $3,740-82.1% | $2,671-74.9% |
| Participant deferral / active EE | $6,854 | $3,660+87.2% | $4,880+40.5% | $4,126+66.1% |
| Admin fee / account holder | $1,359 | $5,219-74.0% | $6,735-79.8% | $5,651-75.9% |