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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 | $165,591 | $114,119+45.1% | $107,187+54.5% | $138,895+19.2% |
| Participation rate | 14.3% | 78.1%-63.8pp | 75.0%-60.7pp | 79.9%-65.6pp |
| Annual return | 15.33% | 273.21%-257.9pp | 204.55%-189.2pp | 145.39%-130.1pp |
| Employer contribution / active EE | $662 | $4,059-83.7% | $3,782-82.5% | $4,194-84.2% |
| Participant deferral / active EE | $2,482 | $5,538-55.2% | $5,096-51.3% | $6,396-61.2% |
| Admin fee / account holder | $1,328 | $10,024-86.8% | $9,162-85.5% | $12,562-89.4% |