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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 | $169,466 | $136,860+23.8% | $120,344+40.8% | $154,746+9.5% |
| Participation rate | 66.7% | 79.9%-13.2pp | 76.7%-10.0pp | 80.7%-14.0pp |
| Annual return | 20.41% | 21.38%-1.0pp | 20.30%+0.1pp | 172.34%-151.9pp |
| Employer contribution / active EE | $730 | $3,533-79.3% | $3,020-75.8% | $4,379-83.3% |
| Participant deferral / active EE | $3,464 | $5,793-40.2% | $5,135-32.5% | $6,730-48.5% |
| Admin fee / account holder | $3,160 | $15,393-79.5% | $12,742-75.2% | $14,365-78.0% |