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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 | $184,029 | $95,404+92.9% | $113,397+62.3% | $82,637+122.7% |
| Participation rate | 62.1% | 72.8%-10.7pp | 76.5%-14.4pp | 68.1%-6.0pp |
| Annual return | 15.91% | 19.08%-3.2pp | 23.20%-7.3pp | 53.51%-37.6pp |
| Employer contribution / active EE | $613 | $2,307-73.4% | $2,977-79.4% | $2,552-76.0% |
| Participant deferral / active EE | $3,069 | $4,220-27.3% | $5,076-39.6% | $4,126-25.6% |
| Admin fee / account holder | $12,734 | $9,168+38.9% | $11,957+6.5% | $7,339+73.5% |