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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 | $136,195 | $72,269+88.5% | $101,271+34.5% | $79,852+70.6% |
| Participation rate | 44.4% | 68.5%-24.0pp | 75.8%-31.4pp | 69.6%-25.2pp |
| Annual return | 14.09% | 22.29%-8.2pp | 46.48%-32.4pp | 31.72%-17.6pp |
| Employer contribution / active EE | $468 | $2,692-82.6% | $3,660-87.2% | $2,471-81.1% |
| Participant deferral / active EE | $2,676 | $3,282-18.4% | $4,371-38.8% | $3,740-28.4% |
| Admin fee / account holder | $7,066 | $4,401+60.5% | $5,948+18.8% | $5,306+33.2% |