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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 | $214,865 | $74,535+188.3% | $100,712+113.3% | $82,637+160.0% |
| Participation rate | 22.5% | 61.2%-38.7pp | 69.3%-46.8pp | 68.1%-45.6pp |
| Annual return | 17.85% | 18.92%-1.1pp | 33.27%-15.4pp | 53.51%-35.7pp |
| Employer contribution / active EE | $309 | $1,503-79.5% | $2,313-86.7% | $2,552-87.9% |
| Participant deferral / active EE | $2,649 | $3,074-13.8% | $4,085-35.2% | $4,126-35.8% |
| Admin fee / account holder | $2,090 | $6,576-68.2% | $9,256-77.4% | $7,339-71.5% |