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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 | $177,919 | $138,393+28.6% | $184,256-3.4% | $80,959+119.8% |
| Participation rate | 19.2% | 83.9%-64.7pp | 86.8%-67.6pp | 67.7%-48.4pp |
| Annual return | 15.69% | 20.01%-4.3pp | 28.85%-13.2pp | 35.67%-20.0pp |
| Employer contribution / active EE | $1,299 | $4,847-73.2% | $6,427-79.8% | $2,757-52.9% |
| Participant deferral / active EE | $3,205 | $7,076-54.7% | $9,133-64.9% | $4,300-25.5% |
| Admin fee / account holder | $398 | $10,489-96.2% | $13,899-97.1% | $6,925-94.3% |