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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 | $56,935 | $181,896-68.7% | $156,551-63.6% | $273,972-79.2% |
| Participation rate | 25.0% | 88.4%-63.4pp | 84.0%-59.0pp | 83.0%-58.0pp |
| Annual return | 18.08% | 30.74%-12.7pp | 32.23%-14.2pp | 41.46%-23.4pp |
| Employer contribution / active EE | $523 | $6,248-91.6% | $5,501-90.5% | $4,869-89.3% |
| Participant deferral / active EE | $8,665 | $5,550+56.1% | $4,871+77.9% | $5,287+63.9% |
| Admin fee / account holder | $16,374 | $15,560+5.2% | $13,028+25.7% | $10,133+61.6% |