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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 | $86,949+96.5% | $102,460+66.7% | $80,959+111.0% |
| Participation rate | 15.7% | 72.4%-56.7pp | 76.5%-60.8pp | 67.7%-52.0pp |
| Annual return | 11.19% | 18.89%-7.7pp | 29.47%-18.3pp | 35.67%-24.5pp |
| Employer contribution / active EE | $453 | $2,370-80.9% | $3,025-85.0% | $2,757-83.6% |
| Participant deferral / active EE | $2,418 | $4,121-41.3% | $5,056-52.2% | $4,300-43.8% |
| Admin fee / account holder | $986 | $8,048-87.7% | $9,460-89.6% | $6,925-85.8% |