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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 | $144,147 | $108,825+32.5% | $156,181-7.7% | $82,448+74.8% |
| Participation rate | 63.6% | 72.4%-8.7pp | 78.8%-15.2pp | 68.1%-4.4pp |
| Annual return | 20.68% | 20.59%+0.1pp | 64.87%-44.2pp | 41.64%-21.0pp |
| Employer contribution / active EE | $616 | $2,870-78.5% | $4,294-85.7% | $2,551-75.9% |
| Participant deferral / active EE | $2,584 | $4,577-43.5% | $6,132-57.9% | $4,139-37.6% |
| Admin fee / account holder | $864 | $9,341-90.7% | $14,586-94.1% | $7,234-88.1% |