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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 | $212,020 | $76,371+177.6% | $93,621+126.5% | $72,975+190.5% |
| Participation rate | 23.1% | 71.8%-48.7pp | 75.8%-52.8pp | 69.5%-46.4pp |
| Annual return | 24.75% | 25.82%-1.1pp | 32.76%-8.0pp | 81.01%-56.3pp |
| Employer contribution / active EE | $321 | $2,276-85.9% | $2,719-88.2% | $2,440-86.9% |
| Participant deferral / active EE | $2,147 | $3,538-39.3% | $4,070-47.2% | $3,608-40.5% |
| Admin fee / account holder | $1,692 | $6,839-75.3% | $7,890-78.6% | $5,124-67.0% |