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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 | $188,973 | $106,749+77.0% | $145,433+29.9% | $82,448+129.2% |
| Participation rate | 27.6% | 75.6%-48.0pp | 82.1%-54.5pp | 68.1%-40.4pp |
| Annual return | 14.72% | 27.59%-12.9pp | 66.58%-51.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $607 | $3,444-82.4% | $4,554-86.7% | $2,551-76.2% |
| Participant deferral / active EE | $2,738 | $6,519-58.0% | $7,897-65.3% | $4,139-33.9% |
| Admin fee / account holder | $615 | $8,390-92.7% | $13,129-95.3% | $7,234-91.5% |