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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 | $170,832 | $86,919+96.5% | $102,457+66.7% | $80,911+111.1% |
| Participation rate | 15.7% | 72.4%-56.7pp | 76.5%-60.8pp | 67.6%-52.0pp |
| Annual return | 11.19% | 18.90%-7.7pp | 29.41%-18.2pp | 35.63%-24.4pp |
| Employer contribution / active EE | $453 | $2,368-80.9% | $3,022-85.0% | $2,756-83.5% |
| Participant deferral / active EE | $2,418 | $4,119-41.3% | $5,054-52.2% | $4,297-43.7% |
| Admin fee / account holder | $986 | $8,049-87.8% | $9,451-89.6% | $6,935-85.8% |