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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 | $216,330 | $97,550+121.8% | $120,344+79.8% | $87,485+147.3% |
| Participation rate | 48.7% | 72.8%-24.1pp | 76.7%-28.0pp | 68.9%-20.2pp |
| Annual return | 16.64% | 18.41%-1.8pp | 20.30%-3.7pp | 26.06%-9.4pp |
| Employer contribution / active EE | $467 | $2,291-79.6% | $3,020-84.5% | $2,596-82.0% |
| Participant deferral / active EE | $2,652 | $4,230-37.3% | $5,135-48.4% | $4,274-37.9% |
| Admin fee / account holder | $7,096 | $9,543-25.6% | $12,742-44.3% | $7,775-8.7% |