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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 | $162,475 | $149,679+8.5% | $117,039+38.8% | $147,586+10.1% |
| Participation rate | 55.6% | 83.5%-27.9pp | 77.2%-21.6pp | 82.8%-27.3pp |
| Annual return | 20.33% | 19.31%+1.0pp | 18.95%+1.4pp | 578.59%-558.3pp |
| Employer contribution / active EE | $463 | $4,937-90.6% | $3,785-87.8% | $4,876-90.5% |
| Participant deferral / active EE | $2,552 | $4,912-48.0% | $3,929-35.1% | $5,439-53.1% |
| Admin fee / account holder | $3,454 | $7,856-56.0% | $5,974-42.2% | $10,886-68.3% |