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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 | $153,671 | $105,284+46.0% | $150,734+1.9% | $94,015+63.5% |
| Participation rate | 56.4% | 71.7%-15.3pp | 78.4%-22.0pp | 70.8%-14.4pp |
| Annual return | 11.40% | 15.67%-4.3pp | 600.81%-589.4pp | 17.84%-6.4pp |
| Employer contribution / active EE | $377 | $3,599-89.5% | $4,918-92.3% | $2,790-86.5% |
| Participant deferral / active EE | $3,686 | $4,274-13.8% | $5,610-34.3% | $4,249-13.3% |
| Admin fee / account holder | $2,385 | $9,839-75.8% | $14,905-84.0% | $8,951-73.4% |