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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 | $182,695 | $83,485+118.8% | $125,195+45.9% | $72,976+150.3% |
| Participation rate | 66.7% | 73.3%-6.6pp | 79.8%-13.1pp | 69.5%-2.8pp |
| Annual return | 20.63% | 25.77%-5.1pp | 43.79%-23.2pp | 81.02%-60.4pp |
| Employer contribution / active EE | $550 | $2,346-76.6% | $3,866-85.8% | $2,440-77.5% |
| Participant deferral / active EE | $5,496 | $3,586+53.3% | $4,937+11.3% | $3,608+52.3% |
| Admin fee / account holder | $323 | $5,518-94.1% | $9,704-96.7% | $5,124-93.7% |