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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 | $231,746 | $136,860+69.3% | $120,344+92.6% | $154,746+49.8% |
| Participation rate | 27.3% | 79.9%-52.6pp | 76.7%-49.4pp | 80.7%-53.4pp |
| Annual return | 12.60% | 21.38%-8.8pp | 20.30%-7.7pp | 172.34%-159.7pp |
| Employer contribution / active EE | $705 | $3,533-80.0% | $3,020-76.7% | $4,379-83.9% |
| Participant deferral / active EE | $2,309 | $5,793-60.1% | $5,135-55.0% | $6,730-65.7% |
| Admin fee / account holder | $7,390 | $15,393-52.0% | $12,742-42.0% | $14,365-48.6% |