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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 | $155,571 | $80,992+92.1% | $96,534+61.2% | $75,173+107.0% |
| Participation rate | 51.6% | 71.8%-20.2pp | 76.0%-24.4pp | 67.2%-15.6pp |
| Annual return | 15.97% | 27.05%-11.1pp | 25.88%-9.9pp | 160.72%-144.7pp |
| Employer contribution / active EE | $485 | $2,283-78.8% | $2,965-83.7% | $2,671-81.8% |
| Participant deferral / active EE | $3,030 | $3,929-22.9% | $4,851-37.5% | $4,126-26.6% |
| Admin fee / account holder | $1,551 | $6,717-76.9% | $8,253-81.2% | $5,651-72.6% |