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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 | $138,656 | $87,132+59.1% | $105,624+31.3% | $80,959+71.3% |
| Participation rate | 62.9% | 70.4%-7.6pp | 75.3%-12.4pp | 67.7%-4.8pp |
| Annual return | 18.67% | 17.03%+1.6pp | 116.20%-97.5pp | 35.67%-17.0pp |
| Employer contribution / active EE | $419 | $2,397-82.5% | $3,168-86.8% | $2,757-84.8% |
| Participant deferral / active EE | $2,201 | $3,985-44.8% | $5,013-56.1% | $4,300-48.8% |
| Admin fee / account holder | $28,230 | $8,449+234.1% | $10,961+157.5% | $6,925+307.6% |