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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 | $153,634 | $59,804+156.9% | $81,982+87.4% | $79,856+92.4% |
| Participation rate | 53.3% | 61.6%-8.3pp | 69.3%-15.9pp | 69.6%-16.3pp |
| Annual return | 11.75% | 17.56%-5.8pp | 41.31%-29.6pp | 31.71%-20.0pp |
| Employer contribution / active EE | $268 | $1,713-84.4% | $2,498-89.3% | $2,471-89.2% |
| Participant deferral / active EE | $1,090 | $2,695-59.6% | $3,722-70.7% | $3,741-70.9% |
| Admin fee / account holder | $2,872 | $4,288-33.0% | $5,665-49.3% | $5,306-45.9% |