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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 | $167,042 | $138,312+20.8% | $122,979+35.8% | $155,188+7.6% |
| Participation rate | 8.3% | 80.2%-71.9pp | 77.2%-68.9pp | 80.8%-72.5pp |
| Annual return | 17.25% | 22.06%-4.8pp | 20.12%-2.9pp | 148.84%-131.6pp |
| Employer contribution / active EE | $281 | $3,530-92.0% | $3,062-90.8% | $4,248-93.4% |
| Participant deferral / active EE | $2,896 | $5,592-48.2% | $5,003-42.1% | $6,531-55.7% |
| Admin fee / account holder | $655 | $15,089-95.7% | $12,864-94.9% | $14,480-95.5% |