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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 | $151,240 | $87,132+73.6% | $105,624+43.2% | $80,959+86.8% |
| Participation rate | 68.8% | 70.4%-1.7pp | 75.3%-6.5pp | 67.7%+1.1pp |
| Annual return | 15.57% | 17.03%-1.5pp | 116.20%-100.6pp | 35.67%-20.1pp |
| Employer contribution / active EE | $582 | $2,397-75.7% | $3,168-81.6% | $2,757-78.9% |
| Participant deferral / active EE | $2,466 | $3,985-38.1% | $5,013-50.8% | $4,300-42.7% |
| Admin fee / account holder | $4,761 | $8,449-43.6% | $10,961-56.6% | $6,925-31.2% |