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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 | $144,573 | $100,194+44.3% | $122,979+17.6% | $86,983+66.2% |
| Participation rate | 63.3% | 73.0%-9.6pp | 77.2%-13.9pp | 69.5%-6.2pp |
| Annual return | 12.10% | 16.47%-4.4pp | 20.12%-8.0pp | 25.83%-13.7pp |
| Employer contribution / active EE | $517 | $2,326-77.8% | $3,062-83.1% | $2,584-80.0% |
| Participant deferral / active EE | $4,021 | $4,133-2.7% | $5,003-19.6% | $4,194-4.1% |
| Admin fee / account holder | $19,941 | $10,148+96.5% | $12,864+55.0% | $7,856+153.8% |