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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 | $188,581 | $81,331+131.9% | $155,534+21.2% | $80,935+133.0% |
| Participation rate | 61.3% | 66.3%-5.0pp | 78.2%-16.9pp | 67.7%-6.4pp |
| Annual return | 12.66% | 33.37%-20.7pp | 64.92%-52.3pp | 35.66%-23.0pp |
| Employer contribution / active EE | $355 | $3,105-88.6% | $4,675-92.4% | $2,757-87.1% |
| Participant deferral / active EE | $3,557 | $3,454+3.0% | $5,630-36.8% | $4,299-17.3% |
| Admin fee / account holder | $1,228 | $7,999-84.6% | $15,900-92.3% | $6,924-82.3% |