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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 | $110,137+30.9% | $161,149-10.6% | $82,637+74.4% |
| Participation rate | 63.6% | 72.4%-8.7pp | 78.8%-15.2pp | 68.1%-4.4pp |
| Annual return | 20.68% | 20.69%0pp | 21.16%-0.5pp | 53.51%-32.8pp |
| Employer contribution / active EE | $616 | $2,856-78.4% | $4,360-85.9% | $2,552-75.9% |
| Participant deferral / active EE | $2,584 | $4,575-43.5% | $6,153-58.0% | $4,126-37.4% |
| Admin fee / account holder | $864 | $9,467-90.9% | $15,194-94.3% | $7,339-88.2% |